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Financial Management Professionals’s 1st Source SRCE Stock Holding History

Financial Management Professionals’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
2021
Q2 		– Sell
-246
Closed -$12K – 954
2021
Q1 		$12K Buy
+246
New +$10.9K ﹤0.01% 343

Other funds holding SRCE

1SB
1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Management Professionals's SRCE Position: Q2 2021 in Review

Financial Management Professionals sold out of 1st Source (SRCE) in Q2 2021, closing a stake of 246 shares — an estimated $12K sold.

Financial Management Professionals first reported a position in SRCE in Q1 2021 and held it in 1 quarter. The position peaked at $12K in Q1 2021. 130 funds tracked by Wall St. Rank hold SRCE as of Q2 2021.

  • Financial Management Professionals reported no remaining 1st Source position as of Q2 2021 after selling out during the quarter.
  • Financial Management Professionals sold 246 1st Source shares in Q2 2021, an estimated $12K.
  • Financial Management Professionals first reported a position in 1st Source in Q1 2021 and held it in 1 quarter.
  • Financial Management Professionals's 1st Source position peaked at $12K in Q1 2021.
  • 130 funds tracked by Wall St. Rank held 1st Source as of Q2 2021.

Based on Financial Management Professionals's 13F filing for Q2 2021, filed 5 Aug 2021.