BWA
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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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return