Institute for Wealth Management’s SiteOne Landscape Supply SITE Stock Holding History

Institute for Wealth 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
2024 Q2	–	Sell	-1,152	Closed	-$201K	–	519
2024 Q1	$201K	Buy	+1,152	New	+$190K	0.03%	488
2022 Q2	–	Sell	-1,599	Closed	-$259K	–	554
2022 Q1	$259K	Buy	1,599 +42	+3%	+$7.63K	0.04%	459
2021 Q4	$377K	Hold	1,557	–	–	0.06%	330
2021 Q3	$311K	Sell	1,557 -64	-4%	-$12.1K	0.05%	366
2021 Q2	$274K	Sell	1,621 -115	-7%	-$20.1K	0.05%	390
2021 Q1	$296K	Buy	1,736 +477	+38%	+$79.2K	0.06%	362
2020 Q4	$200K	Buy	+1,259	New	+$173K	0.04%	430

Other funds holding SITE

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Institute for Wealth Management's SITE Position: Q2 2024 in Review

Institute for Wealth Management sold out of SiteOne Landscape Supply (SITE) in Q2 2024, closing a stake of 1,152 shares — an estimated $201K sold.

Institute for Wealth Management first reported a position in SITE in Q4 2020 and held it in 7 quarters. The position peaked at $377K in Q4 2021. 375 funds tracked by Wall St. Rank hold SITE as of Q2 2024.

Institute for Wealth Management reported no remaining SiteOne Landscape Supply position as of Q2 2024 after selling out during the quarter.
Institute for Wealth Management sold 1,152 SiteOne Landscape Supply shares in Q2 2024, an estimated $201K.
Institute for Wealth Management first reported a position in SiteOne Landscape Supply in Q4 2020 and held it in 7 quarters.
Institute for Wealth Management's SiteOne Landscape Supply position peaked at $377K in Q4 2021.
375 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q2 2024.

Based on Institute for Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.