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Institutional & Family Asset Management’s Shoals Technologies Group SHLS Stock Holding History

Institutional & Family Asset Management’s Portfolio SHLS Stock Details SHLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-33
Closed -$369 – 776
2024
Q1 		$369 Hold
33
– – ﹤0.01% 706
2023
Q4 		$513 Buy
+33
New +$499 ﹤0.01% 669

Other funds holding SHLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JC
Joho Capital New York $373M AUM 18.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Institutional & Family Asset Management's SHLS Position: Q2 2024 in Review

Institutional & Family Asset Management sold out of Shoals Technologies Group (SHLS) in Q2 2024, closing a stake of 33 shares — an estimated $369 sold.

Institutional & Family Asset Management first reported a position in SHLS in Q4 2023 and held it in 2 quarters. The position peaked at $513 in Q4 2023. 248 funds tracked by Wall St. Rank hold SHLS as of Q2 2024.

  • Institutional & Family Asset Management reported no remaining Shoals Technologies Group position as of Q2 2024 after selling out during the quarter.
  • Institutional & Family Asset Management sold 33 Shoals Technologies Group shares in Q2 2024, an estimated $369.
  • Institutional & Family Asset Management first reported a position in Shoals Technologies Group in Q4 2023 and held it in 2 quarters.
  • Institutional & Family Asset Management's Shoals Technologies Group position peaked at $513 in Q4 2023.
  • 248 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.