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Impact Partnership Wealth’s SiteOne Landscape Supply SITE Stock Holding History

Impact Partnership Wealth’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
-186
Closed -$32.5K – 600
2024
Q1 		$32.5K Hold
186
– – 0.01% 353
2023
Q4 		$30.2K Hold
186
– – 0.01% 378
2023
Q3 		$30.4K Buy
+186
New +$30.4K 0.01% 448

Other funds holding SITE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
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

Impact Partnership Wealth's SITE Position: Q2 2024 in Review

Impact Partnership Wealth sold out of SiteOne Landscape Supply (SITE) in Q2 2024, closing a stake of 186 shares — an estimated $32.5K sold.

Impact Partnership Wealth first reported a position in SITE in Q3 2023 and held it in 3 quarters. The position peaked at $32.5K in Q1 2024. 375 funds tracked by Wall St. Rank hold SITE as of Q2 2024.

  • Impact Partnership Wealth reported no remaining SiteOne Landscape Supply position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 186 SiteOne Landscape Supply shares in Q2 2024, an estimated $32.5K.
  • Impact Partnership Wealth first reported a position in SiteOne Landscape Supply in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's SiteOne Landscape Supply position peaked at $32.5K in Q1 2024.
  • 375 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.