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Sigma Planning Corp’s Shoals Technologies Group SHLS Stock Holding History

Sigma Planning Corp’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
Q1 		– Sell
-8,802
Closed -$217K – 1350
2022
Q4 		$217K Buy
+8,802
New +$213K 0.01% 1105

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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sigma Planning Corp's SHLS Position: Q1 2023 in Review

Sigma Planning Corp sold out of Shoals Technologies Group (SHLS) in Q1 2023, closing a stake of 8,802 shares — an estimated $217K sold.

Sigma Planning Corp first reported a position in SHLS in Q4 2022 and held it in 1 quarter. The position peaked at $217K in Q4 2022. 289 funds tracked by Wall St. Rank hold SHLS as of Q1 2023.

  • Sigma Planning Corp reported no remaining Shoals Technologies Group position as of Q1 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 8,802 Shoals Technologies Group shares in Q1 2023, an estimated $217K.
  • Sigma Planning Corp first reported a position in Shoals Technologies Group in Q4 2022 and held it in 1 quarter.
  • Sigma Planning Corp's Shoals Technologies Group position peaked at $217K in Q4 2022.
  • 289 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2023.

Based on Sigma Planning Corp's 13F filing for Q1 2023, filed 8 May 2023.