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Sheets Smith Wealth Management’s Shoals Technologies Group SHLS Stock Holding History

Sheets Smith 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
2023
Q3 		– Sell
-9,343
Closed -$239K – 497
2023
Q2 		$239K Buy
+9,343
New +$216K 0.03% 296

Other funds holding SHLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return

Sheets Smith Wealth Management's SHLS Position: Q3 2023 in Review

Sheets Smith Wealth Management sold out of Shoals Technologies Group (SHLS) in Q3 2023, closing a stake of 9,343 shares — an estimated $239K sold.

Sheets Smith Wealth Management first reported a position in SHLS in Q2 2023 and held it in 1 quarter. The position peaked at $239K in Q2 2023. 300 funds tracked by Wall St. Rank hold SHLS as of Q3 2023.

  • Sheets Smith Wealth Management reported no remaining Shoals Technologies Group position as of Q3 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 9,343 Shoals Technologies Group shares in Q3 2023, an estimated $239K.
  • Sheets Smith Wealth Management first reported a position in Shoals Technologies Group in Q2 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Shoals Technologies Group position peaked at $239K in Q2 2023.
  • 300 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2023, filed 23 Oct 2023.