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Financial Advocates Investment Management’s SiteOne Landscape Supply SITE Stock Holding History

Financial Advocates Investment 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
2022
Q4 		– Sell
-13,873
Closed -$157K – 854
2022
Q3 		$157K Buy
+13,873
New +$1.74M 0.01% 706

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Vanguard Group
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Baillie Gifford & Co
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BlackRock
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BAMCO Inc
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $4.6B AUM 16.08% 1-Year Est. Return

Financial Advocates Investment Management's SITE Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of SiteOne Landscape Supply (SITE) in Q4 2022, closing a stake of 13,873 shares — an estimated $157K sold.

Financial Advocates Investment Management first reported a position in SITE in Q3 2022 and held it in 1 quarter. The position peaked at $157K in Q3 2022. 333 funds tracked by Wall St. Rank hold SITE as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining SiteOne Landscape Supply position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 13,873 SiteOne Landscape Supply shares in Q4 2022, an estimated $157K.
  • Financial Advocates Investment Management first reported a position in SiteOne Landscape Supply in Q3 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's SiteOne Landscape Supply position peaked at $157K in Q3 2022.
  • 333 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.