TD Asset Management
SHLS icon

TD Asset Management’s Shoals Technologies Group SHLS Stock Holding History

TD Asset 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
2024
Q3 		– Sell
-339,200
Closed -$2.12M – 1422
2024
Q2 		$2.12M Hold
339,200
– – ﹤0.01% 981
2024
Q1 		$3.79M Hold
339,200
– – ﹤0.01% 833
2023
Q4 		$5.27M Hold
339,200
– – 0.01% 753
2023
Q3 		$6.19M Hold
339,200
– – 0.01% 680
2023
Q2 		$8.67M Sell
339,200
-32,200
-9% -$745K 0.01% 630
2023
Q1 		$8.46M Sell
371,400
-41,510
-10% -$1.02M 0.01% 633
2022
Q4 		$10.2M Sell
412,910
-33,800
-8% -$816K 0.01% 596
2022
Q3 		$9.45M Sell
446,710
-14,400
-3% -$322K 0.01% 606
2022
Q2 		$7.6M Sell
461,110
-9,784
-2% -$144K 0.01% 679
2022
Q1 		$8.02M Buy
470,894
+3,304
+0.7% +$57.2K 0.01% 715
2021
Q4 		$11.4M Buy
467,590
+258,230
+123% +$7.43M 0.01% 645
2021
Q3 		$5.84M Buy
209,360
+8,131
+4% +$253K 0.01% 784
2021
Q2 		$5.85M Sell
201,229
-5,913
-3% -$178K 0.01% 793
2021
Q1 		$7.2M Buy
+207,142
New +$7.34M 0.01% 727

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Asset Management's SHLS Position: Q3 2024 in Review

TD Asset Management sold out of Shoals Technologies Group (SHLS) in Q3 2024, closing a stake of 339,200 shares — an estimated $2.12M sold.

TD Asset Management first reported a position in SHLS in Q1 2021 and held it in 14 quarters. The position peaked at $11.4M in Q4 2021. 236 funds tracked by Wall St. Rank hold SHLS as of Q3 2024.

  • TD Asset Management reported no remaining Shoals Technologies Group position as of Q3 2024 after selling out during the quarter.
  • TD Asset Management sold 339,200 Shoals Technologies Group shares in Q3 2024, an estimated $2.12M.
  • TD Asset Management first reported a position in Shoals Technologies Group in Q1 2021 and held it in 14 quarters.
  • TD Asset Management's Shoals Technologies Group position peaked at $11.4M in Q4 2021.
  • 236 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2024.

Based on TD Asset Management's 13F filing for Q3 2024, filed 1 Nov 2024.