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SWP
Stratos Wealth Partners’s
SITE Centers
SITC
Stock Holding History
Stratos Wealth Partners’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
2024
Q4
–
Sell
-23,287
Closed
-$275K
–
1534
2024
Q3
$275K
Sell
23,287
-18
-0.1%
-$211
﹤0.01%
1190
2024
Q2
$264K
Buy
+23,305
New
+$256K
﹤0.01%
1142
2020
Q4
–
Sell
-22,372
Closed
-$126K
–
1113
2020
Q3
$126K
Sell
22,372
-833
-4%
-$4.92K
﹤0.01%
958
2020
Q2
$147K
Hold
23,205
–
–
0.01%
928
2020
Q1
$94K
Buy
23,205
+3,415
+17%
+$29.6K
﹤0.01%
872
2019
Q4
$216K
Buy
19,790
+5,381
+37%
+$61.3K
0.01%
883
2019
Q3
$170K
Buy
14,409
+61
+0.4%
+$665
0.01%
893
2019
Q2
$148K
Buy
+14,348
New
+$150K
0.01%
902
2018
Q2
–
Sell
-5,818
Closed
-$55K
–
2308
2018
Q1
$55K
Sell
5,818
-4,007
-41%
-$40.3K
﹤0.01%
1528
2017
Q4
$113K
Sell
9,825
-1,299
-12%
-$13.8K
0.01%
1122
2017
Q3
$131K
Sell
11,124
-739
-6%
-$9.26K
0.01%
885
2017
Q2
$139K
Buy
+11,863
New
+$155K
0.01%
789
2015
Q4
–
Sell
-8,373
Closed
-$166K
–
630
2015
Q3
$166K
Buy
+8,373
New
+$171K
0.02%
494
2015
Q2
–
Sell
-14,962
Closed
-$360K
–
603
2015
Q1
$360K
Buy
+14,962
New
+$369K
0.04%
376
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1-Year Est. Return
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1-Year Est. Return
Pacer Advisors
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$34.9B AUM
18.19%
1-Year Est. Return
Invesco
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$653B AUM
32.41%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
RIM
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$1.49B AUM
4.65%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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