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TriaGen Wealth Management’s Shoals Technologies Group SHLS Stock Holding History

TriaGen Wealth 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
2022
Q4 		– Sell
-17,607
Closed -$379K – 185
2022
Q3 		$379K Sell
17,607
-1
-0% -$22 0.21% 105
2022
Q2 		$290K Buy
+17,608
New +$260K 0.21% 114

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UBS AM
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TriaGen Wealth Management's SHLS Position: Q4 2022 in Review

TriaGen Wealth Management sold out of Shoals Technologies Group (SHLS) in Q4 2022, closing a stake of 17,607 shares — an estimated $379K sold.

TriaGen Wealth Management first reported a position in SHLS in Q2 2022 and held it in 2 quarters. The position peaked at $379K in Q3 2022. 283 funds tracked by Wall St. Rank hold SHLS as of Q4 2022.

  • TriaGen Wealth Management reported no remaining Shoals Technologies Group position as of Q4 2022 after selling out during the quarter.
  • TriaGen Wealth Management sold 17,607 Shoals Technologies Group shares in Q4 2022, an estimated $379K.
  • TriaGen Wealth Management first reported a position in Shoals Technologies Group in Q2 2022 and held it in 2 quarters.
  • TriaGen Wealth Management's Shoals Technologies Group position peaked at $379K in Q3 2022.
  • 283 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q4 2022.

Based on TriaGen Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.