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Avior Wealth Management’s 1st Source SRCE Stock Holding History

Avior 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
2024
Q2 		– Sell
-4
Closed -$209 – 3538
2024
Q1 		$209 Buy
+4
New +$205 ﹤0.01% 2858
2023
Q2 		– Sell
-139
Closed -$6K – 1665
2023
Q1 		$6K Buy
+139
New +$6.79K ﹤0.01% 1150

Other funds holding SRCE

1SB
1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avior Wealth Management's SRCE Position: Q2 2024 in Review

Avior Wealth Management sold out of 1st Source (SRCE) in Q2 2024, closing a stake of 4 shares — an estimated $209 sold.

Avior Wealth Management first reported a position in SRCE in Q1 2023 and held it in 2 quarters. The position peaked at $6K in Q1 2023. 152 funds tracked by Wall St. Rank hold SRCE as of Q2 2024.

  • Avior Wealth Management reported no remaining 1st Source position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 4 1st Source shares in Q2 2024, an estimated $209.
  • Avior Wealth Management first reported a position in 1st Source in Q1 2023 and held it in 2 quarters.
  • Avior Wealth Management's 1st Source position peaked at $6K in Q1 2023.
  • 152 funds tracked by Wall St. Rank held 1st Source as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.