Avantax Advisory Services’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Avantax Advisory Services’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
2024 Q1	–	Sell	-14,444	Closed	-$631K	–	1749
2023 Q4	$631K	Buy	14,444 +5,448	+61%	+$210K	0.01%	889
2023 Q3	$302K	Buy	8,996 +3,895	+76%	+$150K	﹤0.01%	1199
2023 Q2	$201K	Sell	5,101 -165	-3%	-$6.4K	﹤0.01%	1404
2023 Q1	$210K	Buy	+5,266	New	+$218K	﹤0.01%	1350

Other funds holding SRC

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Avantax Advisory Services's SRC Position: Q1 2024 in Review

Avantax Advisory Services sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 14,444 shares — an estimated $631K sold.

Avantax Advisory Services first reported a position in SRC in Q1 2023 and held it in 4 quarters. The position peaked at $631K in Q4 2023. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

Avantax Advisory Services reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
Avantax Advisory Services sold 14,444 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $631K.
Avantax Advisory Services first reported a position in SPIRIT REALTY CAPITAL, INC. in Q1 2023 and held it in 4 quarters.
Avantax Advisory Services's SPIRIT REALTY CAPITAL, INC. position peaked at $631K in Q4 2023.
4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on Avantax Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.