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B. Riley Wealth Advisors’s SiteOne Landscape Supply SITE Stock Holding History

B. Riley Wealth Advisors’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
2022
Q2 		– Sell
-1,416
Closed -$229K – 1371
2022
Q1 		$229K Buy
1,416
+199
+16% +$36.1K 0.01% 1150
2021
Q4 		$295K Sell
1,217
-216
-15% -$49.9K 0.01% 1088
2021
Q3 		$286K Sell
1,433
-20
-1% -$3.78K 0.01% 1064
2021
Q2 		$246K Sell
1,453
-218
-13% -$38.1K 0.01% 1126
2021
Q1 		$286K Sell
1,671
-298
-15% -$49.5K 0.01% 1029
2020
Q4 		$313K Sell
1,969
-30
-2% -$4.11K 0.02% 732
2020
Q3 		$244K Buy
1,999
+46
+2% +$5.51K 0.01% 780
2020
Q2 		$223K Buy
+1,953
New +$182K 0.01% 736
2019
Q4 		– Sell
-7,948
Closed -$589K – 898
2019
Q3 		$589K Buy
7,948
+1,473
+23% +$108K 0.06% 350
2019
Q2 		$449K Buy
+6,475
New +$419K 0.05% 416

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

B. Riley Wealth Advisors's SITE Position: Q2 2022 in Review

B. Riley Wealth Advisors sold out of SiteOne Landscape Supply (SITE) in Q2 2022, closing a stake of 1,416 shares — an estimated $229K sold.

B. Riley Wealth Advisors first reported a position in SITE in Q2 2019 and held it in 10 quarters. The position peaked at $589K in Q3 2019. 313 funds tracked by Wall St. Rank hold SITE as of Q2 2022.

  • B. Riley Wealth Advisors reported no remaining SiteOne Landscape Supply position as of Q2 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,416 SiteOne Landscape Supply shares in Q2 2022, an estimated $229K.
  • B. Riley Wealth Advisors first reported a position in SiteOne Landscape Supply in Q2 2019 and held it in 10 quarters.
  • B. Riley Wealth Advisors's SiteOne Landscape Supply position peaked at $589K in Q3 2019.
  • 313 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q2 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.