TRUE Private Wealth Advisors’s SiteOne Landscape Supply SITE Stock Holding History

TRUE Private 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
2021 Q1	–	Sell	-138	Closed	-$21K	–	616
2020 Q4	$21K	Hold	138	–	–	﹤0.01%	441
2020 Q3	$16K	Hold	138	–	–	﹤0.01%	436
2020 Q2	$15K	Hold	138	–	–	﹤0.01%	439
2020 Q1	$10K	Hold	138	–	–	﹤0.01%	456
2019 Q4	$12K	Buy	+138	New	+$11.7K	﹤0.01%	571
2019 Q3	–	Sell	-138	Closed	-$9K	–	623
2019 Q2	$9K	Buy	+138	New	+$8.94K	﹤0.01%	568
2018 Q4	–	Sell	-138	Closed	-$10.4K	–	793
2018 Q3	$10.4K	Buy	+138	New	+$12.1K	﹤0.01%	750

Other funds holding SITE

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

CCA

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

TRUE Private Wealth Advisors's SITE Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of SiteOne Landscape Supply (SITE) in Q1 2021, closing a stake of 138 shares — an estimated $21K sold.

TRUE Private Wealth Advisors first reported a position in SITE in Q3 2018 and held it in 7 quarters. The position peaked at $21K in Q4 2020. 286 funds tracked by Wall St. Rank hold SITE as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining SiteOne Landscape Supply position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 138 SiteOne Landscape Supply shares in Q1 2021, an estimated $21K.
TRUE Private Wealth Advisors first reported a position in SiteOne Landscape Supply in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's SiteOne Landscape Supply position peaked at $21K in Q4 2020.
286 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.