LWM
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Liberty Wealth Management’s SiteOne Landscape Supply SITE Stock Holding History

Liberty 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
2021
Q4 		– Sell
-150
Closed -$35K – 944
2021
Q3 		$35K Buy
150
+137
+1,054% +$25.9K 0.01% 500
2021
Q2 		$2K Buy
+13
New +$2.27K ﹤0.01% 941

Other funds holding SITE

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Liberty Wealth Management's SITE Position: Q4 2021 in Review

Liberty Wealth Management sold out of SiteOne Landscape Supply (SITE) in Q4 2021, closing a stake of 150 shares — an estimated $35K sold.

Liberty Wealth Management first reported a position in SITE in Q2 2021 and held it in 2 quarters. The position peaked at $35K in Q3 2021. 351 funds tracked by Wall St. Rank hold SITE as of Q4 2021.

  • Liberty Wealth Management reported no remaining SiteOne Landscape Supply position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 150 SiteOne Landscape Supply shares in Q4 2021, an estimated $35K.
  • Liberty Wealth Management first reported a position in SiteOne Landscape Supply in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's SiteOne Landscape Supply position peaked at $35K in Q3 2021.
  • 351 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.