AW
SRC

Avion Wealth’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Avion Wealth’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
-29
Closed -$1K – 1254
2023
Q4 		$1K Sell
29
-27
-48% -$1.04K ﹤0.01% 1059
2023
Q3 		$1K Buy
+56
New +$2.16K ﹤0.01% 766

Other funds holding SRC

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Avion Wealth's SRC Position: Q1 2024 in Review

Avion Wealth sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 29 shares — an estimated $1K sold.

Avion Wealth first reported a position in SRC in Q3 2023 and held it in 2 quarters. The position peaked at $1K in Q4 2023. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • Avion Wealth reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • Avion Wealth sold 29 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $1K.
  • Avion Wealth first reported a position in SPIRIT REALTY CAPITAL, INC. in Q3 2023 and held it in 2 quarters.
  • Avion Wealth's SPIRIT REALTY CAPITAL, INC. position peaked at $1K in Q4 2023.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on Avion Wealth's 13F filing for Q1 2024, filed 3 May 2024.