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Lindbrook Capital’s Shoals Technologies Group SHLS Stock Holding History

Lindbrook Capital’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
2025
Q1 		– Sell
-270
Closed -$1.49K – 2917
2024
Q4 		$1.49K Sell
270
-976
-78% -$4.95K ﹤0.01% 2388
2024
Q3 		$6.99K Buy
1,246
+475
+62% +$2.84K ﹤0.01% 1858
2024
Q2 		$4.81K Buy
771
+291
+61% +$2.32K ﹤0.01% 2011
2024
Q1 		$5.37K Buy
480
+88
+22% +$1.21K ﹤0.01% 1868
2023
Q4 		$6.09K Buy
392
+312
+390% +$4.72K ﹤0.01% 1780
2023
Q3 		$1.46K Buy
80
+47
+142% +$1.05K ﹤0.01% 2233
2023
Q2 		$843 Sell
33
-57
-63% -$1.32K ﹤0.01% 2399
2023
Q1 		$2.05K Sell
90
-45
-33% -$1.11K ﹤0.01% 2236
2022
Q4 		$3.33K Buy
135
+21
+18% +$507 ﹤0.01% 2001
2022
Q3 		$2K Buy
+114
New +$2.55K ﹤0.01% 2136
2022
Q1 		– Sell
-118
Closed -$3K – 2600
2021
Q4 		$3K Buy
118
+43
+57% +$1.24K ﹤0.01% 1698
2021
Q3 		$2K Hold
75
– – ﹤0.01% 1601
2021
Q2 		$3K Buy
+75
New +$2.26K ﹤0.01% 1503

Other funds holding SHLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

Lindbrook Capital's SHLS Position: Q1 2025 in Review

Lindbrook Capital sold out of Shoals Technologies Group (SHLS) in Q1 2025, closing a stake of 270 shares — an estimated $1.49K sold.

Lindbrook Capital first reported a position in SHLS in Q2 2021 and held it in 13 quarters. The position peaked at $6.99K in Q3 2024. 219 funds tracked by Wall St. Rank hold SHLS as of Q1 2025.

  • Lindbrook Capital reported no remaining Shoals Technologies Group position as of Q1 2025 after selling out during the quarter.
  • Lindbrook Capital sold 270 Shoals Technologies Group shares in Q1 2025, an estimated $1.49K.
  • Lindbrook Capital first reported a position in Shoals Technologies Group in Q2 2021 and held it in 13 quarters.
  • Lindbrook Capital's Shoals Technologies Group position peaked at $6.99K in Q3 2024.
  • 219 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.