AWM
SITE icon

Avior Wealth Management’s SiteOne Landscape Supply SITE Stock Holding History

Avior 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
2026
Q2 		– Sell
-4,475
Closed -$596K – 876
2026
Q1 		$596K Sell
4,475
-266
-6% -$37.6K 0.02% 486
2025
Q4 		$591K Sell
4,741
-904
-16% -$114K 0.02% 425
2025
Q3 		$727K Buy
5,645
+1
+0% +$136 0.02% 365
2025
Q2 		$683K Sell
5,644
-9
-0.2% -$1.06K 0.02% 365
2025
Q1 		$687K Buy
5,653
+40
+0.7% +$5.3K 0.03% 338
2024
Q4 		$740K Sell
5,613
-429
-7% -$61.9K 0.03% 351
2024
Q3 		$912K Buy
6,042
+4
+0.1% +$548 0.04% 306
2024
Q2 		$733K Sell
6,038
-236
-4% -$35.7K 0.03% 338
2024
Q1 		$1.1M Buy
6,274
+280
+5% +$46.2K 0.05% 265
2023
Q4 		$974K Hold
5,994
– – 0.06% 215
2023
Q3 		$980K Hold
5,994
– – 0.07% 197
2023
Q2 		$1M Sell
5,994
-672
-10% -$99.2K 0.07% 201
2023
Q1 		$912K Hold
6,666
– – 0.06% 215
2022
Q4 		$782K Hold
6,666
– – 0.06% 219
2022
Q3 		$694K Buy
6,666
+749
+13% +$93.8K 0.06% 216
2022
Q2 		$703K Hold
5,917
– – 0.07% 201
2022
Q1 		$956K Sell
5,917
-1,126
-16% -$205K 0.08% 170
2021
Q4 		$1.71M Sell
7,043
-1,980
-22% -$458K 0.14% 121
2021
Q3 		$1.8M Hold
9,023
– – 0.15% 117
2021
Q2 		$1.53M Sell
9,023
-1,659
-16% -$290K 0.15% 128
2021
Q1 		$1.82M Sell
10,682
-2,350
-18% -$390K 0.19% 113
2020
Q4 		$2.07M Hold
13,032
– – 0.25% 92
2020
Q3 		$1.59M Buy
13,032
+1,187
+10% +$142K 0.23% 99
2020
Q2 		$1.35M Sell
11,845
-3,390
-22% -$315K 0.21% 113
2020
Q1 		$1.12M Hold
15,235
– – 0.22% 112
2019
Q4 		$1.38M Hold
15,235
– – 0.22% 108
2019
Q3 		$1.13M Hold
15,235
– – 0.2% 114
2019
Q2 		$1.06M Hold
15,235
– – 0.19% 118
2019
Q1 		$870K Buy
15,235
+5,951
+64% +$325K 0.18% 121
2018
Q4 		$513K Buy
9,284
+716
+8% +$44.9K 0.12% 165
2018
Q3 		$646K Hold
8,568
– – 0.14% 143
2018
Q2 		$719K Sell
8,568
-1,559
-15% -$123K 0.16% 128
2018
Q1 		$780K Hold
10,127
– – 0.18% 122
2017
Q4 		$777K Buy
+10,127
New +$686K 0.17% 121

Other funds holding SITE

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MCG
McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return