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IronBridge Private Wealth’s Shoals Technologies Group SHLS Stock Holding History

IronBridge Private Wealth’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
2022
Q1 		– Sell
-100
Closed -$2K – 254
2021
Q4 		$2K Hold
100
– – ﹤0.01% 269
2021
Q3 		$3K Hold
100
– – ﹤0.01% 243
2021
Q2 		$4K Hold
100
– – ﹤0.01% 236
2021
Q1 		$3K Buy
+100
New +$3.54K ﹤0.01% 250

Other funds holding SHLS

BlackRock
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IronBridge Private Wealth's SHLS Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Shoals Technologies Group (SHLS) in Q1 2022, closing a stake of 100 shares — an estimated $2K sold.

IronBridge Private Wealth first reported a position in SHLS in Q1 2021 and held it in 4 quarters. The position peaked at $4K in Q2 2021. 198 funds tracked by Wall St. Rank hold SHLS as of Q1 2022.

  • IronBridge Private Wealth reported no remaining Shoals Technologies Group position as of Q1 2022 after selling out during the quarter.
  • IronBridge Private Wealth sold 100 Shoals Technologies Group shares in Q1 2022, an estimated $2K.
  • IronBridge Private Wealth first reported a position in Shoals Technologies Group in Q1 2021 and held it in 4 quarters.
  • IronBridge Private Wealth's Shoals Technologies Group position peaked at $4K in Q2 2021.
  • 198 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.