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Snowden Capital Advisors’s Shoals Technologies Group SHLS Stock Holding History

Snowden Capital Advisors’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
Q2 		– Sell
-233,056
Closed -$5.31M – 1209
2023
Q1 		$5.31M Buy
233,056
+110,858
+91% +$2.74M 0.21% 124
2022
Q4 		$3.01M Sell
122,198
-1,767
-1% -$42.7K 0.13% 204
2022
Q3 		$2.67M Buy
+123,965
New +$2.77M 0.12% 208

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Snowden Capital Advisors's SHLS Position: Q2 2023 in Review

Snowden Capital Advisors sold out of Shoals Technologies Group (SHLS) in Q2 2023, closing a stake of 233,056 shares — an estimated $5.31M sold.

Snowden Capital Advisors first reported a position in SHLS in Q3 2022 and held it in 3 quarters. The position peaked at $5.31M in Q1 2023. 289 funds tracked by Wall St. Rank hold SHLS as of Q2 2023.

  • Snowden Capital Advisors reported no remaining Shoals Technologies Group position as of Q2 2023 after selling out during the quarter.
  • Snowden Capital Advisors sold 233,056 Shoals Technologies Group shares in Q2 2023, an estimated $5.31M.
  • Snowden Capital Advisors first reported a position in Shoals Technologies Group in Q3 2022 and held it in 3 quarters.
  • Snowden Capital Advisors's Shoals Technologies Group position peaked at $5.31M in Q1 2023.
  • 289 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2023.

Based on Snowden Capital Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.