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Pacific Capital Wealth Advisors’s SiteOne Landscape Supply SITE Stock Holding History

Pacific Capital 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
Q2 		– Sell
-24
Closed -$4.19K – 652
2024
Q1 		$4.19K Buy
+24
New +$3.96K ﹤0.01% 341

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BAMCO Inc
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WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pacific Capital Wealth Advisors's SITE Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of SiteOne Landscape Supply (SITE) in Q2 2024, closing a stake of 24 shares — an estimated $4.19K sold.

Pacific Capital Wealth Advisors first reported a position in SITE in Q1 2024 and held it in 1 quarter. The position peaked at $4.19K in Q1 2024. 376 funds tracked by Wall St. Rank hold SITE as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining SiteOne Landscape Supply position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 24 SiteOne Landscape Supply shares in Q2 2024, an estimated $4.19K.
  • Pacific Capital Wealth Advisors first reported a position in SiteOne Landscape Supply in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's SiteOne Landscape Supply position peaked at $4.19K in Q1 2024.
  • 376 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.