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BDO Wealth Advisors’s SITE Centers SITC Stock Holding History

BDO Wealth Advisors’s Portfolio SITC Stock Details SITC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-62
Closed -$1K – 1127
2022
Q2 		$1K Hold
62
– – ﹤0.01% 1010
2022
Q1 		$1K Hold
62
– – ﹤0.01% 1027
2021
Q4 		$1K Hold
62
– – ﹤0.01% 1057
2021
Q3 		$1K Hold
62
– – ﹤0.01% 1023
2021
Q2 		$1K Hold
62
– – ﹤0.01% 1072
2021
Q1 		$1K Hold
62
– – ﹤0.01% 1106
2020
Q4 		$0 Hold
62
– – ﹤0.01% 991
2020
Q3 		$0 Buy
+62
New +$367 ﹤0.01% 942

Other funds holding SITC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BDO Wealth Advisors's SITC Position: Q3 2022 in Review

BDO Wealth Advisors sold out of SITE Centers (SITC) in Q3 2022, closing a stake of 62 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in SITC in Q3 2020 and held it in 8 quarters. The position peaked at $1K in Q2 2022. 251 funds tracked by Wall St. Rank hold SITC as of Q3 2022.

  • BDO Wealth Advisors reported no remaining SITE Centers position as of Q3 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 62 SITE Centers shares in Q3 2022, an estimated $1K.
  • BDO Wealth Advisors first reported a position in SITE Centers in Q3 2020 and held it in 8 quarters.
  • BDO Wealth Advisors's SITE Centers position peaked at $1K in Q2 2022.
  • 251 funds tracked by Wall St. Rank held SITE Centers as of Q3 2022.

Based on BDO Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.