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Tradition Wealth Management’s SiteOne Landscape Supply SITE Stock Holding History

Tradition Wealth Management’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
2024
Q1 		– Sell
-447
Closed -$73K – 1048
2023
Q4 		$73K Hold
447
– – 0.01% 541
2023
Q3 		$73K Hold
447
– – 0.01% 517
2023
Q2 		$75K Hold
447
– – 0.01% 526
2023
Q1 		$61K Hold
447
– – 0.01% 564
2022
Q4 		$52K Hold
447
– – 0.01% 517
2022
Q3 		$47K Buy
+447
New +$56K 0.01% 525

Other funds holding SITE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Tradition Wealth Management's SITE Position: Q1 2024 in Review

Tradition Wealth Management sold out of SiteOne Landscape Supply (SITE) in Q1 2024, closing a stake of 447 shares — an estimated $73K sold.

Tradition Wealth Management first reported a position in SITE in Q3 2022 and held it in 6 quarters. The position peaked at $75K in Q2 2023. 381 funds tracked by Wall St. Rank hold SITE as of Q1 2024.

  • Tradition Wealth Management reported no remaining SiteOne Landscape Supply position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 447 SiteOne Landscape Supply shares in Q1 2024, an estimated $73K.
  • Tradition Wealth Management first reported a position in SiteOne Landscape Supply in Q3 2022 and held it in 6 quarters.
  • Tradition Wealth Management's SiteOne Landscape Supply position peaked at $75K in Q2 2023.
  • 381 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.