TFO Wealth Partners’s SITE Centers SITC Stock Holding History

TFO 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
2023 Q1	–	Sell	-6	Closed	-$29	–	909
2022 Q4	$29	Buy	+6	New	+$59	﹤0.01%	896

Other funds holding SITC

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TFO Wealth Partners's SITC Position: Q1 2023 in Review

TFO Wealth Partners sold out of SITE Centers (SITC) in Q1 2023, closing a stake of 6 shares — an estimated $29 sold.

TFO Wealth Partners first reported a position in SITC in Q4 2022 and held it in 1 quarter. The position peaked at $29 in Q4 2022. 235 funds tracked by Wall St. Rank hold SITC as of Q1 2023.

TFO Wealth Partners reported no remaining SITE Centers position as of Q1 2023 after selling out during the quarter.
TFO Wealth Partners sold 6 SITE Centers shares in Q1 2023, an estimated $29.
TFO Wealth Partners first reported a position in SITE Centers in Q4 2022 and held it in 1 quarter.
TFO Wealth Partners's SITE Centers position peaked at $29 in Q4 2022.
235 funds tracked by Wall St. Rank held SITE Centers as of Q1 2023.

Based on TFO Wealth Partners's 13F filing for Q1 2023, filed 3 May 2023.