AWM
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Accurate Wealth Management’s 1st Source SRCE Stock Holding History

Accurate Wealth Management’s Portfolio SRCE Stock Details SRCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-47
Closed -$2.46K – 1275
2022
Q4 		$2.46K Buy
+47
New +$2.56K ﹤0.01% 1165

Other funds holding SRCE

1SB
1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Accurate Wealth Management's SRCE Position: Q1 2023 in Review

Accurate Wealth Management sold out of 1st Source (SRCE) in Q1 2023, closing a stake of 47 shares — an estimated $2.46K sold.

Accurate Wealth Management first reported a position in SRCE in Q4 2022 and held it in 1 quarter. The position peaked at $2.46K in Q4 2022. 132 funds tracked by Wall St. Rank hold SRCE as of Q1 2023.

  • Accurate Wealth Management reported no remaining 1st Source position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 47 1st Source shares in Q1 2023, an estimated $2.46K.
  • Accurate Wealth Management first reported a position in 1st Source in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's 1st Source position peaked at $2.46K in Q4 2022.
  • 132 funds tracked by Wall St. Rank held 1st Source as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.