Envestnet Asset Management
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Envestnet Asset Management’s 1st Source SRCE Stock Holding History

Envestnet Asset 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
2025
Q2 		$531K Buy
2025
Q1 		$492K Sell
2024
Q4 		$497K Sell
2024
Q3 		$661K Buy
2015
Q1 		– Sell
2014
Q4 		$0 Hold
2014
Q3 		$0 Sell
2014
Q2 		$1K Hold
2014
Q1 		$1K Hold
2013
Q4 		$1K Sell
2013
Q3 		$2K Buy