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Sutton Wealth Advisors’s Shoals Technologies Group SHLS Stock Holding History

Sutton Wealth 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
2022
Q2 		– Sell
-6,835
Closed -$116K – 1709
2022
Q1 		$116K Buy
+6,835
New +$118K 0.04% 227

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Invesco
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Goldman Sachs
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UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Sutton Wealth Advisors's SHLS Position: Q2 2022 in Review

Sutton Wealth Advisors sold out of Shoals Technologies Group (SHLS) in Q2 2022, closing a stake of 6,835 shares — an estimated $116K sold.

Sutton Wealth Advisors first reported a position in SHLS in Q1 2022 and held it in 1 quarter. The position peaked at $116K in Q1 2022. 209 funds tracked by Wall St. Rank hold SHLS as of Q2 2022.

  • Sutton Wealth Advisors reported no remaining Shoals Technologies Group position as of Q2 2022 after selling out during the quarter.
  • Sutton Wealth Advisors sold 6,835 Shoals Technologies Group shares in Q2 2022, an estimated $116K.
  • Sutton Wealth Advisors first reported a position in Shoals Technologies Group in Q1 2022 and held it in 1 quarter.
  • Sutton Wealth Advisors's Shoals Technologies Group position peaked at $116K in Q1 2022.
  • 209 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2022.

Based on Sutton Wealth Advisors's 13F filing for Q2 2022, filed 7 Nov 2023.