Armstrong Advisory Group’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Armstrong Advisory Group’s Portfolio SRC Stock Details SRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-597	Closed	-$20K	–	858
2023 Q3	$20K	Hold	597	–	–	﹤0.01%	488
2023 Q2	$23.5K	Hold	597	–	–	﹤0.01%	469
2023 Q1	$23.8K	Hold	597	–	–	﹤0.01%	455
2022 Q4	$23.8K	Buy	+597	New	+$23.3K	﹤0.01%	458

Other funds holding SRC

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Armstrong Advisory Group's SRC Position: Q4 2023 in Review

Armstrong Advisory Group sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q4 2023, closing a stake of 597 shares — an estimated $20K sold.

Armstrong Advisory Group first reported a position in SRC in Q4 2022 and held it in 4 quarters. The position peaked at $23.8K in Q4 2022. 340 funds tracked by Wall St. Rank hold SRC as of Q4 2023.

Armstrong Advisory Group reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q4 2023 after selling out during the quarter.
Armstrong Advisory Group sold 597 SPIRIT REALTY CAPITAL, INC. shares in Q4 2023, an estimated $20K.
Armstrong Advisory Group first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2022 and held it in 4 quarters.
Armstrong Advisory Group's SPIRIT REALTY CAPITAL, INC. position peaked at $23.8K in Q4 2022.
340 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q4 2023.

Based on Armstrong Advisory Group's 13F filing for Q4 2023, filed 17 Jan 2024.