AWM
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Accurate Wealth Management’s SiteOne Landscape Supply SITE Stock Holding History

Accurate Wealth Management’s Portfolio SITE Stock Details SITE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-42
Closed -$5.43K – 1217
2022
Q4 		$5.43K Buy
+42
New +$4.89K ﹤0.01% 1001

Other funds holding SITE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Accurate Wealth Management's SITE Position: Q1 2023 in Review

Accurate Wealth Management sold out of SiteOne Landscape Supply (SITE) in Q1 2023, closing a stake of 42 shares — an estimated $5.43K sold.

Accurate Wealth Management first reported a position in SITE in Q4 2022 and held it in 1 quarter. The position peaked at $5.43K in Q4 2022. 335 funds tracked by Wall St. Rank hold SITE as of Q1 2023.

  • Accurate Wealth Management reported no remaining SiteOne Landscape Supply position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 42 SiteOne Landscape Supply shares in Q1 2023, an estimated $5.43K.
  • Accurate Wealth Management first reported a position in SiteOne Landscape Supply in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's SiteOne Landscape Supply position peaked at $5.43K in Q4 2022.
  • 335 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.