Envestnet Portfolio Solutions
SRC

Envestnet Portfolio Solutions’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Envestnet Portfolio Solutions’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
-4,784
Closed -$209K – 1660
2023
Q4 		$209K Sell
4,784
-12,716
-73% -$491K ﹤0.01% 1477
2023
Q3 		$587K Buy
+17,500
New +$674K ﹤0.01% 919

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

Envestnet Portfolio Solutions's SRC Position: Q1 2024 in Review

Envestnet Portfolio Solutions sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 4,784 shares — an estimated $209K sold.

Envestnet Portfolio Solutions first reported a position in SRC in Q3 2023 and held it in 2 quarters. The position peaked at $587K in Q3 2023. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • Envestnet Portfolio Solutions reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 4,784 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $209K.
  • Envestnet Portfolio Solutions first reported a position in SPIRIT REALTY CAPITAL, INC. in Q3 2023 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's SPIRIT REALTY CAPITAL, INC. position peaked at $587K in Q3 2023.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2024, filed 6 May 2024.