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TFC Financial Management’s Shoals Technologies Group SHLS Stock Holding History

TFC Financial 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
2023
Q4 		– Sell
-2,809
Closed -$51.3K – 718
2023
Q3 		$51.3K Buy
2,809
+117
+4% +$2.6K 0.01% 217
2023
Q2 		$68.8K Buy
2,692
+630
+31% +$14.6K 0.02% 195
2023
Q1 		$47K Buy
2,062
+747
+57% +$18.4K 0.01% 235
2022
Q4 		$32.4K Buy
1,315
+1,100
+512% +$26.6K 0.01% 227
2022
Q3 		$5K Buy
+215
New +$4.8K ﹤0.01% 351

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TFC Financial Management's SHLS Position: Q4 2023 in Review

TFC Financial Management sold out of Shoals Technologies Group (SHLS) in Q4 2023, closing a stake of 2,809 shares — an estimated $51.3K sold.

TFC Financial Management first reported a position in SHLS in Q3 2022 and held it in 5 quarters. The position peaked at $68.8K in Q2 2023. 290 funds tracked by Wall St. Rank hold SHLS as of Q4 2023.

  • TFC Financial Management reported no remaining Shoals Technologies Group position as of Q4 2023 after selling out during the quarter.
  • TFC Financial Management sold 2,809 Shoals Technologies Group shares in Q4 2023, an estimated $51.3K.
  • TFC Financial Management first reported a position in Shoals Technologies Group in Q3 2022 and held it in 5 quarters.
  • TFC Financial Management's Shoals Technologies Group position peaked at $68.8K in Q2 2023.
  • 290 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q4 2023.

Based on TFC Financial Management's 13F filing for Q4 2023, filed 25 Jan 2024.