National Bank of Canada
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National Bank of Canada’s Shoals Technologies Group SHLS Stock Holding History

National Bank of Canada’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 		– Sell
-3,600
Closed -$22K – 3005
2024
Q2 		$22K Buy
3,600
+3,500
+3,500% +$27.9K ﹤0.01% 1947
2024
Q1 		$692 Hold
100
– – ﹤0.01% 2572
2023
Q4 		$1.52K Hold
100
– – ﹤0.01% 2494
2023
Q3 		$1.7K Buy
+100
New +$2.23K ﹤0.01% 2528
2022
Q4 		– Sell
-1,100
Closed -$24K – 2890
2022
Q3 		$24K Sell
1,100
-100
-8% -$2.23K ﹤0.01% 1969
2022
Q2 		$20K Hold
1,200
– – ﹤0.01% 2081
2022
Q1 		$20K Hold
1,200
– – ﹤0.01% 2186
2021
Q4 		$29K Buy
+1,200
New +$34.5K ﹤0.01% 2064

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

National Bank of Canada's SHLS Position: Q3 2024 in Review

National Bank of Canada sold out of Shoals Technologies Group (SHLS) in Q3 2024, closing a stake of 3,600 shares — an estimated $22K sold.

National Bank of Canada first reported a position in SHLS in Q4 2021 and held it in 8 quarters. The position peaked at $29K in Q4 2021. 236 funds tracked by Wall St. Rank hold SHLS as of Q3 2024.

  • National Bank of Canada reported no remaining Shoals Technologies Group position as of Q3 2024 after selling out during the quarter.
  • National Bank of Canada sold 3,600 Shoals Technologies Group shares in Q3 2024, an estimated $22K.
  • National Bank of Canada first reported a position in Shoals Technologies Group in Q4 2021 and held it in 8 quarters.
  • National Bank of Canada's Shoals Technologies Group position peaked at $29K in Q4 2021.
  • 236 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2024.

Based on National Bank of Canada's 13F filing for Q3 2024, filed 12 Nov 2024.