JWCA
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J.W. Cole Advisors’s Shoals Technologies Group SHLS Stock Holding History

J.W. Cole Advisors’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
Q3 		– Sell
-9,300
Closed -$238K – 789
2023
Q2 		$238K Sell
9,300
-1,050
-10% -$24.3K 0.02% 650
2023
Q1 		$236K Buy
+10,350
New +$255K 0.02% 678
2022
Q3 		– Sell
-22,700
Closed -$374K – 759
2022
Q2 		$374K Buy
+22,700
New +$335K 0.03% 487

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

J.W. Cole Advisors's SHLS Position: Q3 2023 in Review

J.W. Cole Advisors sold out of Shoals Technologies Group (SHLS) in Q3 2023, closing a stake of 9,300 shares — an estimated $238K sold.

J.W. Cole Advisors first reported a position in SHLS in Q2 2022 and held it in 3 quarters. The position peaked at $374K in Q2 2022. 300 funds tracked by Wall St. Rank hold SHLS as of Q3 2023.

  • J.W. Cole Advisors reported no remaining Shoals Technologies Group position as of Q3 2023 after selling out during the quarter.
  • J.W. Cole Advisors sold 9,300 Shoals Technologies Group shares in Q3 2023, an estimated $238K.
  • J.W. Cole Advisors first reported a position in Shoals Technologies Group in Q2 2022 and held it in 3 quarters.
  • J.W. Cole Advisors's Shoals Technologies Group position peaked at $374K in Q2 2022.
  • 300 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2023.

Based on J.W. Cole Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.