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HHM Wealth Advisors’s SITE Centers SITC Stock Holding History

HHM 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
2023
Q2 		– Sell
-59
Closed -$565 – 848
2023
Q1 		$565 Hold
59
– – ﹤0.01% 789
2022
Q4 		$628 Buy
+59
New +$579 ﹤0.01% 660
2022
Q1 		– Sell
-76
Closed -$1K – 745
2021
Q4 		$1K Hold
76
– – ﹤0.01% 658
2021
Q3 		$1K Hold
76
– – ﹤0.01% 616
2021
Q2 		$1K Hold
76
– – ﹤0.01% 602
2021
Q1 		$1K Hold
76
– – ﹤0.01% 570
2020
Q4 		$1K Hold
76
– – ﹤0.01% 517
2020
Q3 		$0 Hold
76
– – ﹤0.01% 537
2020
Q2 		$0 Hold
76
– – ﹤0.01% 526
2020
Q1 		$0 Buy
+76
New +$658 ﹤0.01% 470

Other funds holding SITC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

HHM Wealth Advisors's SITC Position: Q2 2023 in Review

HHM Wealth Advisors sold out of SITE Centers (SITC) in Q2 2023, closing a stake of 59 shares — an estimated $565 sold.

HHM Wealth Advisors first reported a position in SITC in Q1 2020 and held it in 10 quarters. The position peaked at $1K in Q4 2021. 230 funds tracked by Wall St. Rank hold SITC as of Q2 2023.

  • HHM Wealth Advisors reported no remaining SITE Centers position as of Q2 2023 after selling out during the quarter.
  • HHM Wealth Advisors sold 59 SITE Centers shares in Q2 2023, an estimated $565.
  • HHM Wealth Advisors first reported a position in SITE Centers in Q1 2020 and held it in 10 quarters.
  • HHM Wealth Advisors's SITE Centers position peaked at $1K in Q4 2021.
  • 230 funds tracked by Wall St. Rank held SITE Centers as of Q2 2023.

Based on HHM Wealth Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.