TWA
SITE icon

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

TCI 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
2023
Q2 		– Sell
-11
Closed -$1.51K – 1912
2023
Q1 		$1.51K Buy
11
+9
+450% +$1.27K ﹤0.01% 2034
2022
Q4 		$235 Hold
2
– – ﹤0.01% 2317
2022
Q3 		$0 Buy
+2
New +$250 ﹤0.01% 2547
2022
Q1 		– Sell
-99
Closed -$24K – 2433
2021
Q4 		$24K Buy
99
+25
+34% +$5.78K ﹤0.01% 633
2021
Q3 		$15K Buy
74
+4
+6% +$756 ﹤0.01% 836
2021
Q2 		$12K Sell
70
-8
-10% -$1.4K ﹤0.01% 871
2021
Q1 		$13K Buy
+78
New +$12.9K 0.01% 726

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Kayne Anderson Rudnick Investment Management
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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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return