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Valeo Financial Advisors’s SiteOne Landscape Supply SITE Stock Holding History

Valeo Financial 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
2020
Q3 		– Sell
-215
Closed -$25K – 2066
2020
Q2 		$25K Hold
215
– – ﹤0.01% 982
2020
Q1 		$16K Buy
+215
New +$19.7K ﹤0.01% 947

Other funds holding SITE

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Valeo Financial Advisors's SITE Position: Q3 2020 in Review

Valeo Financial Advisors sold out of SiteOne Landscape Supply (SITE) in Q3 2020, closing a stake of 215 shares — an estimated $25K sold.

Valeo Financial Advisors first reported a position in SITE in Q1 2020 and held it in 2 quarters. The position peaked at $25K in Q2 2020. 273 funds tracked by Wall St. Rank hold SITE as of Q3 2020.

  • Valeo Financial Advisors reported no remaining SiteOne Landscape Supply position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 215 SiteOne Landscape Supply shares in Q3 2020, an estimated $25K.
  • Valeo Financial Advisors first reported a position in SiteOne Landscape Supply in Q1 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's SiteOne Landscape Supply position peaked at $25K in Q2 2020.
  • 273 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.