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Milestone Advisory Partners’s SiteOne Landscape Supply SITE Stock Holding History

Milestone Advisory 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
2021
Q2 		– Sell
-1,379
Closed -$235K – 95
2021
Q1 		$235K Buy
+1,379
New +$229K 0.13% 69

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Baillie Gifford & Co
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BlackRock
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AllianceBernstein
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Wells Fargo
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCA
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Milestone Advisory Partners's SITE Position: Q2 2021 in Review

Milestone Advisory Partners sold out of SiteOne Landscape Supply (SITE) in Q2 2021, closing a stake of 1,379 shares — an estimated $235K sold.

Milestone Advisory Partners first reported a position in SITE in Q1 2021 and held it in 1 quarter. The position peaked at $235K in Q1 2021. 311 funds tracked by Wall St. Rank hold SITE as of Q2 2021.

  • Milestone Advisory Partners reported no remaining SiteOne Landscape Supply position as of Q2 2021 after selling out during the quarter.
  • Milestone Advisory Partners sold 1,379 SiteOne Landscape Supply shares in Q2 2021, an estimated $235K.
  • Milestone Advisory Partners first reported a position in SiteOne Landscape Supply in Q1 2021 and held it in 1 quarter.
  • Milestone Advisory Partners's SiteOne Landscape Supply position peaked at $235K in Q1 2021.
  • 311 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q2 2021.

Based on Milestone Advisory Partners's 13F filing for Q2 2021, filed 13 Aug 2021.