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Capital Performance Advisors’s 1st Source SRCE Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-164
Closed -$9.82K – 2339
2024
Q3 		$9.82K Buy
+164
New +$9.66K ﹤0.01% 848

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Capital Performance Advisors's SRCE Position: Q4 2024 in Review

Capital Performance Advisors sold out of 1st Source (SRCE) in Q4 2024, closing a stake of 164 shares — an estimated $9.82K sold.

Capital Performance Advisors first reported a position in SRCE in Q3 2024 and held it in 1 quarter. The position peaked at $9.82K in Q3 2024. 188 funds tracked by Wall St. Rank hold SRCE as of Q4 2024.

  • Capital Performance Advisors reported no remaining 1st Source position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 164 1st Source shares in Q4 2024, an estimated $9.82K.
  • Capital Performance Advisors first reported a position in 1st Source in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's 1st Source position peaked at $9.82K in Q3 2024.
  • 188 funds tracked by Wall St. Rank held 1st Source as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.