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FourThought Financial Partners’s SiteOne Landscape Supply SITE Stock Holding History

FourThought Financial Partners’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
2024
Q2 		– Sell
-1,413
Closed -$247K – 305
2024
Q1 		$247K Buy
+1,413
New +$233K 0.03% 279

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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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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 $5.01B AUM 6.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FourThought Financial Partners's SITE Position: Q2 2024 in Review

FourThought Financial Partners sold out of SiteOne Landscape Supply (SITE) in Q2 2024, closing a stake of 1,413 shares — an estimated $247K sold.

FourThought Financial Partners first reported a position in SITE in Q1 2024 and held it in 1 quarter. The position peaked at $247K in Q1 2024. 375 funds tracked by Wall St. Rank hold SITE as of Q2 2024.

  • FourThought Financial Partners reported no remaining SiteOne Landscape Supply position as of Q2 2024 after selling out during the quarter.
  • FourThought Financial Partners sold 1,413 SiteOne Landscape Supply shares in Q2 2024, an estimated $247K.
  • FourThought Financial Partners first reported a position in SiteOne Landscape Supply in Q1 2024 and held it in 1 quarter.
  • FourThought Financial Partners's SiteOne Landscape Supply position peaked at $247K in Q1 2024.
  • 375 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q2 2024.

Based on FourThought Financial Partners's 13F filing for Q2 2024, filed 13 Aug 2024.