Vahanian & Associates Financial Planning’s Shoals Technologies Group SHLS Stock Holding History

Vahanian & Associates Financial Planning’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	-13,047	Closed	-$238K	–	61
2023 Q3	$238K	Sell	13,047 -400	-3%	-$8.9K	0.76%	49
2023 Q2	$344K	Sell	13,447 -12,650	-48%	-$293K	1.09%	33
2023 Q1	$595K	Buy	26,097 +550	+2%	+$13.6K	1.65%	16
2022 Q4	$630K	Buy	+25,547	New	+$617K	2.06%	15
2022 Q1	–	Sell	-8,685	Closed	-$211K	–	128
2021 Q4	$211K	Buy	+8,685	New	+$250K	0.17%	148

Other funds holding SHLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Vahanian & Associates Financial Planning's SHLS Position: Q4 2023 in Review

Vahanian & Associates Financial Planning sold out of Shoals Technologies Group (SHLS) in Q4 2023, closing a stake of 13,047 shares — an estimated $238K sold.

Vahanian & Associates Financial Planning first reported a position in SHLS in Q4 2021 and held it in 5 quarters. The position peaked at $630K in Q4 2022. 290 funds tracked by Wall St. Rank hold SHLS as of Q4 2023.

Vahanian & Associates Financial Planning reported no remaining Shoals Technologies Group position as of Q4 2023 after selling out during the quarter.
Vahanian & Associates Financial Planning sold 13,047 Shoals Technologies Group shares in Q4 2023, an estimated $238K.
Vahanian & Associates Financial Planning first reported a position in Shoals Technologies Group in Q4 2021 and held it in 5 quarters.
Vahanian & Associates Financial Planning's Shoals Technologies Group position peaked at $630K in Q4 2022.
290 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q4 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q4 2023, filed 25 Jan 2024.