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TFO Wealth Partners’s SiteOne Landscape Supply SITE Stock Holding History

TFO Wealth Partners’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
Q4 		– Sell
-6
Closed -$1K – 1068
2023
Q3 		$1K Buy
+6
New +$980 ﹤0.01% 281

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Kayne Anderson Rudnick Investment Management
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Baillie Gifford & Co
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BAMCO Inc
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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

TFO Wealth Partners's SITE Position: Q4 2023 in Review

TFO Wealth Partners sold out of SiteOne Landscape Supply (SITE) in Q4 2023, closing a stake of 6 shares — an estimated $1K sold.

TFO Wealth Partners first reported a position in SITE in Q3 2023 and held it in 1 quarter. The position peaked at $1K in Q3 2023. 356 funds tracked by Wall St. Rank hold SITE as of Q4 2023.

  • TFO Wealth Partners reported no remaining SiteOne Landscape Supply position as of Q4 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 6 SiteOne Landscape Supply shares in Q4 2023, an estimated $1K.
  • TFO Wealth Partners first reported a position in SiteOne Landscape Supply in Q3 2023 and held it in 1 quarter.
  • TFO Wealth Partners's SiteOne Landscape Supply position peaked at $1K in Q3 2023.
  • 356 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.