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

Tealwood 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
Q2 		– Sell
-70,942
Closed -$793K – 107
2024
Q1 		$793K Sell
70,942
-144
-0.2% -$1.98K 0.36% 117
2023
Q4 		$1.1M Buy
71,086
+30,481
+75% +$461K 0.53% 100
2023
Q3 		$741K Sell
40,605
-404
-1% -$8.99K 0.38% 116
2023
Q2 		$1.05M Buy
+41,009
New +$948K 0.51% 107

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
JC
Joho Capital New York $373M AUM 18.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tealwood Asset Management's SHLS Position: Q2 2024 in Review

Tealwood Asset Management sold out of Shoals Technologies Group (SHLS) in Q2 2024, closing a stake of 70,942 shares — an estimated $793K sold.

Tealwood Asset Management first reported a position in SHLS in Q2 2023 and held it in 4 quarters. The position peaked at $1.1M in Q4 2023. 248 funds tracked by Wall St. Rank hold SHLS as of Q2 2024.

  • Tealwood Asset Management reported no remaining Shoals Technologies Group position as of Q2 2024 after selling out during the quarter.
  • Tealwood Asset Management sold 70,942 Shoals Technologies Group shares in Q2 2024, an estimated $793K.
  • Tealwood Asset Management first reported a position in Shoals Technologies Group in Q2 2023 and held it in 4 quarters.
  • Tealwood Asset Management's Shoals Technologies Group position peaked at $1.1M in Q4 2023.
  • 248 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2024.

Based on Tealwood Asset Management's 13F filing for Q2 2024, filed 9 Jul 2024.