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Paloma Partners’s Shoals Technologies Group SHLS Stock Holding History

Paloma Partners’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
Q2 		– Sell
-10,322
Closed -$115K – 1440
2024
Q1 		$115K Buy
+10,322
New +$142K 0.01% 648

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JC
Joho Capital New York $373M AUM 18.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paloma Partners's SHLS Position: Q2 2024 in Review

Paloma Partners sold out of Shoals Technologies Group (SHLS) in Q2 2024, closing a stake of 10,322 shares — an estimated $115K sold.

Paloma Partners first reported a position in SHLS in Q1 2024 and held it in 1 quarter. The position peaked at $115K in Q1 2024. 248 funds tracked by Wall St. Rank hold SHLS as of Q2 2024.

  • Paloma Partners reported no remaining Shoals Technologies Group position as of Q2 2024 after selling out during the quarter.
  • Paloma Partners sold 10,322 Shoals Technologies Group shares in Q2 2024, an estimated $115K.
  • Paloma Partners first reported a position in Shoals Technologies Group in Q1 2024 and held it in 1 quarter.
  • Paloma Partners's Shoals Technologies Group position peaked at $115K in Q1 2024.
  • 248 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2024.

Based on Paloma Partners's 13F filing for Q2 2024, filed 14 Aug 2024.