EverSource Wealth Advisors’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

EverSource Wealth Advisors’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	-2,178	Closed	-$95.2K	–	3029
2023 Q4	$95.2K	Buy	2,178 +1,214	+126%	+$46.8K	0.01%	656
2023 Q3	$32.3K	Sell	964 -117	-11%	-$4.51K	﹤0.01%	962
2023 Q2	$42.6K	Buy	1,081 +165	+18%	+$6.4K	﹤0.01%	898
2023 Q1	$36.5K	Buy	916 +62	+7%	+$2.57K	﹤0.01%	896
2022 Q4	$34.1K	Buy	+854	New	+$33.3K	0.01%	904
2022 Q3	–	Sell	-1,823	Closed	-$69K	–	2177
2022 Q2	$69K	Buy	+1,823	New	+$76.7K	0.02%	507

Other funds holding SRC

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

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

EverSource Wealth Advisors's SRC Position: Q1 2024 in Review

EverSource Wealth Advisors sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 2,178 shares — an estimated $95.2K sold.

EverSource Wealth Advisors first reported a position in SRC in Q2 2022 and held it in 6 quarters. The position peaked at $95.2K in Q4 2023. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

EverSource Wealth Advisors reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
EverSource Wealth Advisors sold 2,178 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $95.2K.
EverSource Wealth Advisors first reported a position in SPIRIT REALTY CAPITAL, INC. in Q2 2022 and held it in 6 quarters.
EverSource Wealth Advisors's SPIRIT REALTY CAPITAL, INC. position peaked at $95.2K in Q4 2023.
4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on EverSource Wealth Advisors's 13F filing for Q1 2024, filed 13 May 2024.