SPIA
SHLS icon

Steward Partners Investment Advisory’s Shoals Technologies Group SHLS Stock Holding History

Steward Partners Investment Advisory’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
2021
Q3 		– Sell
-200
Closed -$7K – 3312
2021
Q2 		$7K Hold
200
– – ﹤0.01% 6384
2021
Q1 		$6.96K Buy
+200
New +$7.08K ﹤0.01% 2921

Other funds holding SHLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Steward Partners Investment Advisory's SHLS Position: Q3 2021 in Review

Steward Partners Investment Advisory sold out of Shoals Technologies Group (SHLS) in Q3 2021, closing a stake of 200 shares — an estimated $7K sold.

Steward Partners Investment Advisory first reported a position in SHLS in Q1 2021 and held it in 2 quarters. The position peaked at $7K in Q2 2021. 170 funds tracked by Wall St. Rank hold SHLS as of Q3 2021.

  • Steward Partners Investment Advisory reported no remaining Shoals Technologies Group position as of Q3 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 200 Shoals Technologies Group shares in Q3 2021, an estimated $7K.
  • Steward Partners Investment Advisory first reported a position in Shoals Technologies Group in Q1 2021 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Shoals Technologies Group position peaked at $7K in Q2 2021.
  • 170 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2021, filed 12 Nov 2021.