Farther Finance Advisors
SRC

Farther Finance Advisors’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Farther Finance 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
-204
Closed -$8.91K – 3784
2023
Q4 		$8.91K Buy
204
+30
+17% +$1.16K ﹤0.01% 1670
2023
Q3 		$5.83K Sell
174
-628
-78% -$24.2K ﹤0.01% 1479
2023
Q2 		$31.6K Buy
802
+37
+5% +$1.44K 0.01% 835
2023
Q1 		$30.5K Buy
765
+600
+364% +$24.8K 0.01% 766
2022
Q4 		$6.59K Buy
+165
New +$6.44K ﹤0.01% 1074

Other funds holding SRC

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Farther Finance Advisors's SRC Position: Q1 2024 in Review

Farther Finance Advisors sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 204 shares — an estimated $8.91K sold.

Farther Finance Advisors first reported a position in SRC in Q4 2022 and held it in 5 quarters. The position peaked at $31.6K in Q2 2023. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • Farther Finance Advisors reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • Farther Finance Advisors sold 204 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $8.91K.
  • Farther Finance Advisors first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2022 and held it in 5 quarters.
  • Farther Finance Advisors's SPIRIT REALTY CAPITAL, INC. position peaked at $31.6K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on Farther Finance Advisors's 13F filing for Q1 2024, filed 14 May 2024.