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RFP Financial Group’s Shoals Technologies Group SHLS Stock Holding History

RFP Financial Group’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
-170
Closed -$1.06K – 668
2024
Q2 		$1.06K Hold
170
– – ﹤0.01% 801
2024
Q1 		$1.9K Hold
170
– – ﹤0.01% 682
2023
Q4 		$2.64K Hold
170
– – ﹤0.01% 646
2023
Q3 		$3.1K Hold
170
– – ﹤0.01% 578
2023
Q2 		$4.34K Buy
+170
New +$3.93K ﹤0.01% 577
2023
Q1 		– Sell
-170
Closed -$4.19K – 839
2022
Q4 		$4.19K Buy
+170
New +$4.1K ﹤0.01% 553

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

RFP Financial Group's SHLS Position: Q3 2024 in Review

RFP Financial Group sold out of Shoals Technologies Group (SHLS) in Q3 2024, closing a stake of 170 shares — an estimated $1.06K sold.

RFP Financial Group first reported a position in SHLS in Q4 2022 and held it in 6 quarters. The position peaked at $4.34K in Q2 2023. 236 funds tracked by Wall St. Rank hold SHLS as of Q3 2024.

  • RFP Financial Group reported no remaining Shoals Technologies Group position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 170 Shoals Technologies Group shares in Q3 2024, an estimated $1.06K.
  • RFP Financial Group first reported a position in Shoals Technologies Group in Q4 2022 and held it in 6 quarters.
  • RFP Financial Group's Shoals Technologies Group position peaked at $4.34K in Q2 2023.
  • 236 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.