BFA
SRC

Beacon Financial Advisory’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Beacon Financial Advisory’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
-6,378
Closed -$279K – 281
2023
Q4 		$279K Buy
6,378
+74
+1% +$2.85K 0.13% 195
2023
Q3 		$211K Buy
6,304
+59
+0.9% +$2.27K 0.12% 207
2023
Q2 		$246K Sell
6,245
-49
-0.8% -$1.9K 0.14% 185
2023
Q1 		$251K Buy
6,294
+59
+0.9% +$2.44K 0.16% 171
2022
Q4 		$249K Buy
6,235
+63
+1% +$2.46K 0.18% 158
2022
Q3 		$223K Buy
6,172
+56
+0.9% +$2.32K 0.16% 164
2022
Q2 		$231K Sell
6,116
-2
-0% -$84 0.13% 194
2022
Q1 		$282K Buy
6,118
+46
+0.8% +$2.14K 0.13% 189
2021
Q4 		$293K Buy
6,072
+31
+0.5% +$1.48K 0.14% 185
2021
Q3 		$278K Buy
6,041
+54
+0.9% +$2.69K 0.14% 178
2021
Q2 		$286K Buy
5,987
+55
+0.9% +$2.58K 0.15% 168
2021
Q1 		$252K Buy
5,932
+68
+1% +$2.78K 0.14% 179
2020
Q4 		$235K Buy
+5,864
New +$211K 0.15% 170

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

Beacon Financial Advisory's SRC Position: Q1 2024 in Review

Beacon Financial Advisory sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 6,378 shares — an estimated $279K sold.

Beacon Financial Advisory first reported a position in SRC in Q4 2020 and held it in 13 quarters. The position peaked at $293K in Q4 2021. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • Beacon Financial Advisory reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • Beacon Financial Advisory sold 6,378 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $279K.
  • Beacon Financial Advisory first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2020 and held it in 13 quarters.
  • Beacon Financial Advisory's SPIRIT REALTY CAPITAL, INC. position peaked at $293K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on Beacon Financial Advisory's 13F filing for Q1 2024, filed 1 May 2024.