TW
SHLS icon

TrinityPoint Wealth’s Shoals Technologies Group SHLS Stock Holding History

TrinityPoint Wealth’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
Q4 		$57.9K Sell
10,465
-316
-3% -$1.6K 0.01% 332
2024
Q3 		$60.5K Buy
+10,781
New +$64.5K 0.01% 327

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
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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 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
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

TrinityPoint Wealth's SHLS Position: Q4 2024 in Review

TrinityPoint Wealth reduced its Shoals Technologies Group (SHLS) stake by 2.9% in Q4 2024, selling an estimated $1.6K and leaving 10,465 shares worth $57.9K. The position accounts for 0.01% of the portfolio, ranked #332.

TrinityPoint Wealth first reported a position in SHLS in Q3 2024 and has held it in 2 quarters since. The position peaked at $60.5K in Q3 2024. 224 funds tracked by Wall St. Rank hold SHLS as of Q4 2024.

  • TrinityPoint Wealth held 10,465 shares of Shoals Technologies Group worth $57.9K as of Q4 2024.
  • TrinityPoint Wealth sold 316 Shoals Technologies Group shares in Q4 2024, an estimated $1.6K.
  • Shoals Technologies Group made up 0.01% of TrinityPoint Wealth's portfolio in Q4 2024, its #332 holding.
  • TrinityPoint Wealth first reported a position in Shoals Technologies Group in Q3 2024 and has held it in 2 quarters since.
  • TrinityPoint Wealth's Shoals Technologies Group position peaked at $60.5K in Q3 2024.
  • 224 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.