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

Selective 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
2020
Q3 		– Sell
-22
Closed -$3K – 398
2020
Q2 		$3K Hold
22
– – ﹤0.01% 358
2020
Q1 		$2K Hold
22
– – ﹤0.01% 295
2019
Q4 		$2K Hold
22
– – ﹤0.01% 298
2019
Q3 		$2K Buy
+22
New +$1.62K ﹤0.01% 303

Other funds holding SITE

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Selective Wealth Management's SITE Position: Q3 2020 in Review

Selective Wealth Management sold out of SiteOne Landscape Supply (SITE) in Q3 2020, closing a stake of 22 shares — an estimated $3K sold.

Selective Wealth Management first reported a position in SITE in Q3 2019 and held it in 4 quarters. The position peaked at $3K in Q2 2020. 273 funds tracked by Wall St. Rank hold SITE as of Q3 2020.

  • Selective Wealth Management reported no remaining SiteOne Landscape Supply position as of Q3 2020 after selling out during the quarter.
  • Selective Wealth Management sold 22 SiteOne Landscape Supply shares in Q3 2020, an estimated $3K.
  • Selective Wealth Management first reported a position in SiteOne Landscape Supply in Q3 2019 and held it in 4 quarters.
  • Selective Wealth Management's SiteOne Landscape Supply position peaked at $3K in Q2 2020.
  • 273 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q3 2020.

Based on Selective Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.