Lee Financial’s Shoals Technologies Group SHLS Stock Holding History

Lee Financial’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	-33	Closed	-$1K	–	938
2021 Q4	$1K	Buy	+33	New	+$949	﹤0.01%	870

Other funds holding SHLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Lee Financial's SHLS Position: Q1 2022 in Review

Lee Financial sold out of Shoals Technologies Group (SHLS) in Q1 2022, closing a stake of 33 shares — an estimated $1K sold.

Lee Financial first reported a position in SHLS in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 198 funds tracked by Wall St. Rank hold SHLS as of Q1 2022.

Lee Financial reported no remaining Shoals Technologies Group position as of Q1 2022 after selling out during the quarter.
Lee Financial sold 33 Shoals Technologies Group shares in Q1 2022, an estimated $1K.
Lee Financial first reported a position in Shoals Technologies Group in Q4 2021 and held it in 1 quarter.
Lee Financial's Shoals Technologies Group position peaked at $1K in Q4 2021.
198 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2022.

Based on Lee Financial's 13F filing for Q1 2022, filed 11 May 2022.