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Riverview Trust Company’s Shoals Technologies Group SHLS Stock Holding History

Riverview Trust Company’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
-1,390
Closed -$15.5K – 664
2024
Q1 		$15.5K Buy
+1,390
New +$19.1K 0.01% 584
2023
Q4 		– Sell
-1,390
Closed -$25.4K – 547
2023
Q3 		$25.4K Hold
1,390
– – 0.02% 333
2023
Q2 		$35.5K Hold
1,390
– – 0.03% 253
2023
Q1 		$31.7K Hold
1,390
– – 0.03% 273
2022
Q4 		$34K Hold
1,390
– – 0.03% 265
2022
Q3 		$30K Hold
1,390
– – 0.03% 277
2022
Q2 		$23K Buy
+1,390
New +$20.5K 0.02% 357

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
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

Riverview Trust Company's SHLS Position: Q2 2024 in Review

Riverview Trust Company sold out of Shoals Technologies Group (SHLS) in Q2 2024, closing a stake of 1,390 shares — an estimated $15.5K sold.

Riverview Trust Company first reported a position in SHLS in Q2 2022 and held it in 7 quarters. The position peaked at $35.5K in Q2 2023. 248 funds tracked by Wall St. Rank hold SHLS as of Q2 2024.

  • Riverview Trust Company reported no remaining Shoals Technologies Group position as of Q2 2024 after selling out during the quarter.
  • Riverview Trust Company sold 1,390 Shoals Technologies Group shares in Q2 2024, an estimated $15.5K.
  • Riverview Trust Company first reported a position in Shoals Technologies Group in Q2 2022 and held it in 7 quarters.
  • Riverview Trust Company's Shoals Technologies Group position peaked at $35.5K in Q2 2023.
  • 248 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2024.

Based on Riverview Trust Company's 13F filing for Q2 2024, filed 16 Jul 2024.