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

Ropes 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
2021
Q1 		– Sell
-11
Closed -$2K – 693
2020
Q4 		$2K Sell
11
-262
-96% -$35.9K ﹤0.01% 662
2020
Q3 		$33K Buy
+273
New +$32.7K 0.01% 375

Other funds holding SITE

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ropes Wealth Advisors's SITE Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of SiteOne Landscape Supply (SITE) in Q1 2021, closing a stake of 11 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in SITE in Q3 2020 and held it in 2 quarters. The position peaked at $33K in Q3 2020. 285 funds tracked by Wall St. Rank hold SITE as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining SiteOne Landscape Supply position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 11 SiteOne Landscape Supply shares in Q1 2021, an estimated $2K.
  • Ropes Wealth Advisors first reported a position in SiteOne Landscape Supply in Q3 2020 and held it in 2 quarters.
  • Ropes Wealth Advisors's SiteOne Landscape Supply position peaked at $33K in Q3 2020.
  • 285 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.