Advisory Services Network’s 1st Source SRCE Stock Holding History

Advisory Services Network’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 Q2	–	Sell	-15	Closed	-$647	–	3383
2023 Q1	$647	Hold	15	–	–	﹤0.01%	3697
2022 Q4	$796	Buy	+15	New	+$817	﹤0.01%	3636
2021 Q3	–	Sell	-13	Closed	-$1K	–	2996
2021 Q2	$1K	Buy	+13	New	+$623	﹤0.01%	3505
2021 Q1	–	Sell	-12	Closed	-$1K	–	2739
2020 Q4	$1K	Hold	12	–	–	﹤0.01%	3192
2020 Q3	$0	Buy	+12	New	+$405	﹤0.01%	3639
2020 Q2	–	Sell	-12	Closed	–	–	2522
2020 Q1	$0	Hold	12	–	–	﹤0.01%	3266
2019 Q4	$1K	Buy	+12	New	+$603	﹤0.01%	3004

Other funds holding SRCE

1SB

1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Advisory Services Network's SRCE Position: Q2 2023 in Review

Advisory Services Network sold out of 1st Source (SRCE) in Q2 2023, closing a stake of 15 shares — an estimated $647 sold.

Advisory Services Network first reported a position in SRCE in Q4 2019 and held it in 7 quarters. The position peaked at $1K in Q2 2021. 119 funds tracked by Wall St. Rank hold SRCE as of Q2 2023.

Advisory Services Network reported no remaining 1st Source position as of Q2 2023 after selling out during the quarter.
Advisory Services Network sold 15 1st Source shares in Q2 2023, an estimated $647.
Advisory Services Network first reported a position in 1st Source in Q4 2019 and held it in 7 quarters.
Advisory Services Network's 1st Source position peaked at $1K in Q2 2021.
119 funds tracked by Wall St. Rank held 1st Source as of Q2 2023.

Based on Advisory Services Network's 13F filing for Q2 2023, filed 9 Aug 2023.