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

Other funds holding SITE

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

TCI Wealth Advisors's SITE Position: Q2 2023 in Review

TCI Wealth Advisors sold out of SiteOne Landscape Supply (SITE) in Q2 2023, closing a stake of 11 shares — an estimated $1.51K sold.

TCI Wealth Advisors first reported a position in SITE in Q1 2021 and held it in 7 quarters. The position peaked at $24K in Q4 2021. 344 funds tracked by Wall St. Rank hold SITE as of Q2 2023.

TCI Wealth Advisors reported no remaining SiteOne Landscape Supply position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 11 SiteOne Landscape Supply shares in Q2 2023, an estimated $1.51K.
TCI Wealth Advisors first reported a position in SiteOne Landscape Supply in Q1 2021 and held it in 7 quarters.
TCI Wealth Advisors's SiteOne Landscape Supply position peaked at $24K in Q4 2021.
344 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.