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Modera Wealth Management’s SiteOne Landscape Supply SITE Stock Holding History

Modera 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
2022
Q1 		– Sell
-980
Closed -$237K – 552
2021
Q4 		$237K Buy
+980
New +$227K 0.01% 505

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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Ameriprise
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AllianceBernstein
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCA
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BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Modera Wealth Management's SITE Position: Q1 2022 in Review

Modera Wealth Management sold out of SiteOne Landscape Supply (SITE) in Q1 2022, closing a stake of 980 shares — an estimated $237K sold.

Modera Wealth Management first reported a position in SITE in Q4 2021 and held it in 1 quarter. The position peaked at $237K in Q4 2021. 341 funds tracked by Wall St. Rank hold SITE as of Q1 2022.

  • Modera Wealth Management reported no remaining SiteOne Landscape Supply position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 980 SiteOne Landscape Supply shares in Q1 2022, an estimated $237K.
  • Modera Wealth Management first reported a position in SiteOne Landscape Supply in Q4 2021 and held it in 1 quarter.
  • Modera Wealth Management's SiteOne Landscape Supply position peaked at $237K in Q4 2021.
  • 341 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.