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Prospera Financial Services’s Shoals Technologies Group SHLS Stock Holding History

Prospera Financial Services’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
-13,888
Closed -$76.8K – 1226
2024
Q4 		$76.8K Buy
+13,888
New +$70.5K ﹤0.01% 1117
2024
Q2 		– Sell
-11,871
Closed -$133K – 1181
2024
Q1 		$133K Sell
11,871
-1,020
-8% -$14K ﹤0.01% 1061
2023
Q4 		$200K Sell
12,891
-3,372
-21% -$51K 0.01% 1006
2023
Q3 		$297K Sell
16,263
-51
-0.3% -$1.14K 0.01% 810
2023
Q2 		$417K Sell
16,314
-966
-6% -$22.3K 0.02% 672
2023
Q1 		$394K Buy
17,280
+3,317
+24% +$81.9K 0.02% 686
2022
Q4 		$344K Buy
13,963
+296
+2% +$7.15K 0.02% 651
2022
Q3 		$294K Buy
13,667
+1,469
+12% +$32.8K 0.02% 660
2022
Q2 		$201K Sell
12,198
-3,472
-22% -$51.3K 0.01% 736
2022
Q1 		$267K Buy
15,670
+483
+3% +$8.37K 0.01% 781
2021
Q4 		$369K Sell
15,187
-4,422
-23% -$127K 0.02% 648
2021
Q3 		$547K Buy
+19,609
New +$609K 0.03% 509

Other funds holding SHLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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

Prospera Financial Services's SHLS Position: Q1 2025 in Review

Prospera Financial Services sold out of Shoals Technologies Group (SHLS) in Q1 2025, closing a stake of 13,888 shares — an estimated $76.8K sold.

Prospera Financial Services first reported a position in SHLS in Q3 2021 and held it in 12 quarters. The position peaked at $547K in Q3 2021. 219 funds tracked by Wall St. Rank hold SHLS as of Q1 2025.

  • Prospera Financial Services reported no remaining Shoals Technologies Group position as of Q1 2025 after selling out during the quarter.
  • Prospera Financial Services sold 13,888 Shoals Technologies Group shares in Q1 2025, an estimated $76.8K.
  • Prospera Financial Services first reported a position in Shoals Technologies Group in Q3 2021 and held it in 12 quarters.
  • Prospera Financial Services's Shoals Technologies Group position peaked at $547K in Q3 2021.
  • 219 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2025.

Based on Prospera Financial Services's 13F filing for Q1 2025, filed 15 May 2025.