JCA
SHLS icon

Jade Capital Advisors’s Shoals Technologies Group SHLS Stock Holding History

Jade Capital 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
2024
Q3 		$281K Hold
50,000
– – 0.18% 92
2024
Q2 		$312K Buy
+50,000
New +$399K 0.22% 79

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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jade Capital Advisors's SHLS Position: Q3 2024 in Review

Jade Capital Advisors held its Shoals Technologies Group (SHLS) position steady in Q3 2024 at 50,000 shares worth $281K. The position accounts for 0.18% of the portfolio, ranked #92.

Jade Capital Advisors first reported a position in SHLS in Q2 2024 and has held it in 2 quarters since. The position peaked at $312K in Q2 2024. 236 funds tracked by Wall St. Rank hold SHLS as of Q3 2024.

  • Jade Capital Advisors held 50,000 shares of Shoals Technologies Group worth $281K as of Q3 2024.
  • Jade Capital Advisors left its Shoals Technologies Group share count unchanged in Q3 2024.
  • Shoals Technologies Group made up 0.18% of Jade Capital Advisors's portfolio in Q3 2024, its #92 holding.
  • Jade Capital Advisors first reported a position in Shoals Technologies Group in Q2 2024 and has held it in 2 quarters since.
  • Jade Capital Advisors's Shoals Technologies Group position peaked at $312K in Q2 2024.
  • 236 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2024.

Based on Jade Capital Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.