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

Spire 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
Q2 		– Sell
-69
Closed -$1.57K – 2521
2023
Q1 		$1.57K Buy
69
+3
+5% +$74 ﹤0.01% 2308
2022
Q4 		$2K Buy
+66
New +$1.59K ﹤0.01% 2101

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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
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

Spire Wealth Management's SHLS Position: Q2 2023 in Review

Spire Wealth Management sold out of Shoals Technologies Group (SHLS) in Q2 2023, closing a stake of 69 shares — an estimated $1.57K sold.

Spire Wealth Management first reported a position in SHLS in Q4 2022 and held it in 2 quarters. The position peaked at $2K in Q4 2022. 289 funds tracked by Wall St. Rank hold SHLS as of Q2 2023.

  • Spire Wealth Management reported no remaining Shoals Technologies Group position as of Q2 2023 after selling out during the quarter.
  • Spire Wealth Management sold 69 Shoals Technologies Group shares in Q2 2023, an estimated $1.57K.
  • Spire Wealth Management first reported a position in Shoals Technologies Group in Q4 2022 and held it in 2 quarters.
  • Spire Wealth Management's Shoals Technologies Group position peaked at $2K in Q4 2022.
  • 289 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.