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Sanctuary Wealth Management’s Shoals Technologies Group SHLS Stock Holding History

Sanctuary Wealth Management’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
-34
Closed -$380 – 301
2024
Q1 		$380 Hold
34
– – ﹤0.01% 257
2023
Q4 		$528 Hold
34
– – ﹤0.01% 264
2023
Q3 		$621 Hold
34
– – ﹤0.01% 254
2023
Q2 		$869 Buy
+34
New +$786 ﹤0.01% 254
2022
Q4 		$839 Buy
+34
New +$821 ﹤0.01% 243

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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

Sanctuary Wealth Management's SHLS Position: Q2 2024 in Review

Sanctuary Wealth Management sold out of Shoals Technologies Group (SHLS) in Q2 2024, closing a stake of 34 shares — an estimated $380 sold.

Sanctuary Wealth Management first reported a position in SHLS in Q4 2022 and held it in 5 quarters. The position peaked at $869 in Q2 2023. 248 funds tracked by Wall St. Rank hold SHLS as of Q2 2024.

  • Sanctuary Wealth Management reported no remaining Shoals Technologies Group position as of Q2 2024 after selling out during the quarter.
  • Sanctuary Wealth Management sold 34 Shoals Technologies Group shares in Q2 2024, an estimated $380.
  • Sanctuary Wealth Management first reported a position in Shoals Technologies Group in Q4 2022 and held it in 5 quarters.
  • Sanctuary Wealth Management's Shoals Technologies Group position peaked at $869 in Q2 2023.
  • 248 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2024.

Based on Sanctuary Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.