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Wealthspire Advisors (Maryland)’s SiteOne Landscape Supply SITE Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-330
Closed -$19K – 1747
2019
Q1 		$19K Buy
330
+210
+175% +$11.5K ﹤0.01% 1300
2018
Q4 		$7K Buy
+120
New +$7.53K ﹤0.01% 1612
2017
Q3 		– Sell
-55
Closed -$3K – 2435
2017
Q2 		$3K Buy
+55
New +$2.74K ﹤0.01% 1915

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Vanguard Group
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Kayne Anderson Rudnick Investment Management
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BlackRock
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BAMCO Inc
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WA
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SITE Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of SiteOne Landscape Supply (SITE) in Q2 2019, closing a stake of 330 shares — an estimated $19K sold.

Wealthspire Advisors (Maryland) first reported a position in SITE in Q2 2017 and held it in 3 quarters. The position peaked at $19K in Q1 2019. 199 funds tracked by Wall St. Rank hold SITE as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining SiteOne Landscape Supply position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 330 SiteOne Landscape Supply shares in Q2 2019, an estimated $19K.
  • Wealthspire Advisors (Maryland) first reported a position in SiteOne Landscape Supply in Q2 2017 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s SiteOne Landscape Supply position peaked at $19K in Q1 2019.
  • 199 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.