OWA
SITE icon

Opal Wealth Advisors’s SiteOne Landscape Supply SITE Stock Holding History

Opal Wealth Advisors’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
Q3 		– Sell
-87
Closed -$10.6K – 999
2024
Q2 		$10.6K Buy
+87
New +$13.2K ﹤0.01% 648

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Opal Wealth Advisors's SITE Position: Q3 2024 in Review

Opal Wealth Advisors sold out of SiteOne Landscape Supply (SITE) in Q3 2024, closing a stake of 87 shares — an estimated $10.6K sold.

Opal Wealth Advisors first reported a position in SITE in Q2 2024 and held it in 1 quarter. The position peaked at $10.6K in Q2 2024. 369 funds tracked by Wall St. Rank hold SITE as of Q3 2024.

  • Opal Wealth Advisors reported no remaining SiteOne Landscape Supply position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 87 SiteOne Landscape Supply shares in Q3 2024, an estimated $10.6K.
  • Opal Wealth Advisors first reported a position in SiteOne Landscape Supply in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's SiteOne Landscape Supply position peaked at $10.6K in Q2 2024.
  • 369 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.