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International Assets Investment Management’s Shoals Technologies Group SHLS Stock Holding History

International Assets Investment 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
2023
Q2 		– Sell
-105
Closed -$2.39K – 891
2023
Q1 		$2.39K Buy
+105
New +$2.59K ﹤0.01% 984

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

International Assets Investment Management's SHLS Position: Q2 2023 in Review

International Assets Investment Management sold out of Shoals Technologies Group (SHLS) in Q2 2023, closing a stake of 105 shares — an estimated $2.39K sold.

International Assets Investment Management first reported a position in SHLS in Q1 2023 and held it in 1 quarter. The position peaked at $2.39K in Q1 2023. 289 funds tracked by Wall St. Rank hold SHLS as of Q2 2023.

  • International Assets Investment Management reported no remaining Shoals Technologies Group position as of Q2 2023 after selling out during the quarter.
  • International Assets Investment Management sold 105 Shoals Technologies Group shares in Q2 2023, an estimated $2.39K.
  • International Assets Investment Management first reported a position in Shoals Technologies Group in Q1 2023 and held it in 1 quarter.
  • International Assets Investment Management's Shoals Technologies Group position peaked at $2.39K in Q1 2023.
  • 289 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2023.

Based on International Assets Investment Management's 13F filing for Q2 2023, filed 20 Jul 2023.