PWA
SHLS icon

Provenance Wealth Advisors’s Shoals Technologies Group SHLS Stock Holding History

Provenance Wealth Advisors’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
Q1 		– Sell
-42
Closed -$653 – 604
2023
Q4 		$653 Buy
+42
New +$636 ﹤0.01% 566

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JC
Joho Capital New York $373M AUM 18.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Provenance Wealth Advisors's SHLS Position: Q1 2024 in Review

Provenance Wealth Advisors sold out of Shoals Technologies Group (SHLS) in Q1 2024, closing a stake of 42 shares — an estimated $653 sold.

Provenance Wealth Advisors first reported a position in SHLS in Q4 2023 and held it in 1 quarter. The position peaked at $653 in Q4 2023. 278 funds tracked by Wall St. Rank hold SHLS as of Q1 2024.

  • Provenance Wealth Advisors reported no remaining Shoals Technologies Group position as of Q1 2024 after selling out during the quarter.
  • Provenance Wealth Advisors sold 42 Shoals Technologies Group shares in Q1 2024, an estimated $653.
  • Provenance Wealth Advisors first reported a position in Shoals Technologies Group in Q4 2023 and held it in 1 quarter.
  • Provenance Wealth Advisors's Shoals Technologies Group position peaked at $653 in Q4 2023.
  • 278 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2024.

Based on Provenance Wealth Advisors's 13F filing for Q1 2024, filed 15 Aug 2025.