Vontobel Holding
SHLS icon

Vontobel Holding’s Shoals Technologies Group SHLS Stock Holding History

Vontobel Holding’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 		– Sell
-47,647
Closed -$267K – 1163
2024
Q3 		$267K Sell
47,647
-721
-1% -$4.31K ﹤0.01% 942
2024
Q2 		$302K Sell
48,368
-3,144
-6% -$25.1K ﹤0.01% 891
2024
Q1 		$576K Buy
51,512
+6,263
+14% +$86.1K ﹤0.01% 734
2023
Q4 		$703K Buy
45,249
+3,907
+9% +$59.1K 0.01% 694
2023
Q3 		$754K Buy
41,342
+1,430
+4% +$31.8K 0.01% 645
2023
Q2 		$1.02M Buy
39,912
+6,966
+21% +$161K 0.01% 593
2023
Q1 		$751K Buy
32,946
+6,223
+23% +$154K 0.01% 669
2022
Q4 		$624K Buy
26,723
+1,851
+7% +$44.7K 0.01% 690
2022
Q3 		$526K Sell
24,872
-186
-0.7% -$4.16K 0.01% 699
2022
Q2 		$379K Sell
25,058
-104,583
-81% -$1.54M ﹤0.01% 794
2022
Q1 		$2.32M Buy
129,641
+5,467
+4% +$94.7K 0.02% 403
2021
Q4 		$3.07M Buy
124,174
+29,173
+31% +$839K 0.03% 366
2021
Q3 		$2.65M Sell
95,001
-26,000
-21% -$808K 0.02% 390
2021
Q2 		$4.16M Buy
+121,001
New +$3.65M 0.04% 303

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

Vontobel Holding's SHLS Position: Q4 2024 in Review

Vontobel Holding sold out of Shoals Technologies Group (SHLS) in Q4 2024, closing a stake of 47,647 shares — an estimated $267K sold.

Vontobel Holding first reported a position in SHLS in Q2 2021 and held it in 14 quarters. The position peaked at $4.16M in Q2 2021. 224 funds tracked by Wall St. Rank hold SHLS as of Q4 2024.

  • Vontobel Holding reported no remaining Shoals Technologies Group position as of Q4 2024 after selling out during the quarter.
  • Vontobel Holding sold 47,647 Shoals Technologies Group shares in Q4 2024, an estimated $267K.
  • Vontobel Holding first reported a position in Shoals Technologies Group in Q2 2021 and held it in 14 quarters.
  • Vontobel Holding's Shoals Technologies Group position peaked at $4.16M in Q2 2021.
  • 224 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q4 2024.

Based on Vontobel Holding's 13F filing for Q4 2024, filed 30 Jan 2025.