Raymond James Financial Services Advisors’s Shoals Technologies Group SHLS Stock Holding History

Raymond James Financial Services 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
2023 Q4	–	Sell	-93,235	Closed	-$1.7M	–	3412
2023 Q3	$1.7M	Buy	93,235 +36,567	+65%	+$814K	﹤0.01%	1588
2023 Q2	$1.45M	Sell	56,668 -217	-0.4%	-$5.02K	﹤0.01%	1712
2023 Q1	$1.3M	Buy	56,885 +9,776	+21%	+$241K	﹤0.01%	1742
2022 Q4	$1.16M	Buy	47,109 +18,762	+66%	+$453K	﹤0.01%	1741
2022 Q3	$611K	Buy	+28,347	New	+$633K	﹤0.01%	2129

Other funds holding SHLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Raymond James Financial Services Advisors's SHLS Position: Q4 2023 in Review

Raymond James Financial Services Advisors sold out of Shoals Technologies Group (SHLS) in Q4 2023, closing a stake of 93,235 shares — an estimated $1.7M sold.

Raymond James Financial Services Advisors first reported a position in SHLS in Q3 2022 and held it in 5 quarters. The position peaked at $1.7M in Q3 2023. 290 funds tracked by Wall St. Rank hold SHLS as of Q4 2023.

Raymond James Financial Services Advisors reported no remaining Shoals Technologies Group position as of Q4 2023 after selling out during the quarter.
Raymond James Financial Services Advisors sold 93,235 Shoals Technologies Group shares in Q4 2023, an estimated $1.7M.
Raymond James Financial Services Advisors first reported a position in Shoals Technologies Group in Q3 2022 and held it in 5 quarters.
Raymond James Financial Services Advisors's Shoals Technologies Group position peaked at $1.7M in Q3 2023.
290 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q4 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.