Koshinski Asset Management
SHLS icon

Koshinski Asset Management’s Shoals Technologies Group SHLS Stock Holding History

Koshinski Asset 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
2021
Q4 		– Sell
-700
Closed -$19.5K – 2234
2021
Q3 		$19.5K Buy
+700
New +$21.7K ﹤0.01% 1470

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ClearBridge Investments
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UBS AM
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PAMS
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Ameriprise
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Koshinski Asset Management's SHLS Position: Q4 2021 in Review

Koshinski Asset Management sold out of Shoals Technologies Group (SHLS) in Q4 2021, closing a stake of 700 shares — an estimated $19.5K sold.

Koshinski Asset Management first reported a position in SHLS in Q3 2021 and held it in 1 quarter. The position peaked at $19.5K in Q3 2021. 171 funds tracked by Wall St. Rank hold SHLS as of Q4 2021.

  • Koshinski Asset Management reported no remaining Shoals Technologies Group position as of Q4 2021 after selling out during the quarter.
  • Koshinski Asset Management sold 700 Shoals Technologies Group shares in Q4 2021, an estimated $19.5K.
  • Koshinski Asset Management first reported a position in Shoals Technologies Group in Q3 2021 and held it in 1 quarter.
  • Koshinski Asset Management's Shoals Technologies Group position peaked at $19.5K in Q3 2021.
  • 171 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q4 2021.

Based on Koshinski Asset Management's 13F filing for Q4 2021, filed 14 Jan 2022.