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Patriot Financial Group Insurance Agency’s SITE Centers SITC Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio SITC Stock Details SITC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-211
Closed -$2K – 2064
2020
Q4 		$2K Hold
211
– – ﹤0.01% 1670
2020
Q3 		$1K Hold
211
– – ﹤0.01% 1601
2020
Q2 		$1K Buy
211
+8
+4% +$39 ﹤0.01% 1579
2020
Q1 		$1K Hold
203
– – ﹤0.01% 1492
2019
Q4 		$2K Hold
203
– – ﹤0.01% 1146
2019
Q3 		$2K Hold
203
– – ﹤0.01% 1119
2019
Q2 		$2K Hold
203
– – ﹤0.01% 1146
2019
Q1 		$2K Buy
+203
New +$2.05K ﹤0.01% 1043

Other funds holding SITC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SITC Position: Q1 2021 in Review

Patriot Financial Group Insurance Agency sold out of SITE Centers (SITC) in Q1 2021, closing a stake of 211 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in SITC in Q1 2019 and held it in 8 quarters. The position peaked at $2K in Q4 2020. 210 funds tracked by Wall St. Rank hold SITC as of Q1 2021.

  • Patriot Financial Group Insurance Agency reported no remaining SITE Centers position as of Q1 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 211 SITE Centers shares in Q1 2021, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in SITE Centers in Q1 2019 and held it in 8 quarters.
  • Patriot Financial Group Insurance Agency's SITE Centers position peaked at $2K in Q4 2020.
  • 210 funds tracked by Wall St. Rank held SITE Centers as of Q1 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2021, filed 29 Apr 2021.