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Steward Financial Group’s Shoals Technologies Group SHLS Stock Holding History

Steward Financial Group’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
-2
Closed – – 916
2023
Q1 		$0 Hold
2
– – ﹤0.01% 894
2022
Q4 		$0 Buy
+2
New +$48 ﹤0.01% 780

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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

Steward Financial Group's SHLS Position: Q2 2023 in Review

Steward Financial Group sold out of Shoals Technologies Group (SHLS) in Q2 2023, closing a stake of 2 shares.

Steward Financial Group first reported a position in SHLS in Q4 2022 and held it in 2 quarters. The position peaked at $0 in Q1 2023. 289 funds tracked by Wall St. Rank hold SHLS as of Q2 2023.

  • Steward Financial Group reported no remaining Shoals Technologies Group position as of Q2 2023 after selling out during the quarter.
  • Steward Financial Group sold 2 Shoals Technologies Group shares in Q2 2023.
  • Steward Financial Group first reported a position in Shoals Technologies Group in Q4 2022 and held it in 2 quarters.
  • Steward Financial Group's Shoals Technologies Group position peaked at $0 in Q1 2023.
  • 289 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2023.

Based on Steward Financial Group's 13F filing for Q2 2023, filed 7 Aug 2023.