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JFS Wealth Advisors’s Shoals Technologies Group SHLS Stock Holding History

JFS Wealth 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
-14
Closed -$358 – 2001
2023
Q2 		$358 Buy
14
+10
+250% +$231 ﹤0.01% 1803
2023
Q1 		$92 Sell
4
-1
-20% -$25 ﹤0.01% 1894
2022
Q4 		$123 Buy
+5
New +$121 ﹤0.01% 1869

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ClearBridge Investments
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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

JFS Wealth Advisors's SHLS Position: Q3 2023 in Review

JFS Wealth Advisors sold out of Shoals Technologies Group (SHLS) in Q3 2023, closing a stake of 14 shares — an estimated $358 sold.

JFS Wealth Advisors first reported a position in SHLS in Q4 2022 and held it in 3 quarters. The position peaked at $358 in Q2 2023. 300 funds tracked by Wall St. Rank hold SHLS as of Q3 2023.

  • JFS Wealth Advisors reported no remaining Shoals Technologies Group position as of Q3 2023 after selling out during the quarter.
  • JFS Wealth Advisors sold 14 Shoals Technologies Group shares in Q3 2023, an estimated $358.
  • JFS Wealth Advisors first reported a position in Shoals Technologies Group in Q4 2022 and held it in 3 quarters.
  • JFS Wealth Advisors's Shoals Technologies Group position peaked at $358 in Q2 2023.
  • 300 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2023.

Based on JFS Wealth Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.