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Tradewinds Capital Management’s Shoals Technologies Group SHLS Stock Holding History

Tradewinds Capital 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
2021
Q3 		– Sell
-50
Closed -$2K – 798
2021
Q2 		$2K Hold
50
– – ﹤0.01% 677
2021
Q1 		$2K Buy
+50
New +$1.77K ﹤0.01% 646

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
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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

Tradewinds Capital Management's SHLS Position: Q3 2021 in Review

Tradewinds Capital Management sold out of Shoals Technologies Group (SHLS) in Q3 2021, closing a stake of 50 shares — an estimated $2K sold.

Tradewinds Capital Management first reported a position in SHLS in Q1 2021 and held it in 2 quarters. The position peaked at $2K in Q2 2021. 170 funds tracked by Wall St. Rank hold SHLS as of Q3 2021.

  • Tradewinds Capital Management reported no remaining Shoals Technologies Group position as of Q3 2021 after selling out during the quarter.
  • Tradewinds Capital Management sold 50 Shoals Technologies Group shares in Q3 2021, an estimated $2K.
  • Tradewinds Capital Management first reported a position in Shoals Technologies Group in Q1 2021 and held it in 2 quarters.
  • Tradewinds Capital Management's Shoals Technologies Group position peaked at $2K in Q2 2021.
  • 170 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2021.

Based on Tradewinds Capital Management's 13F filing for Q3 2021, filed 4 Nov 2021.