FPFS
SRC

First Personal Financial Services’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

First Personal Financial Services’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
-1,024
Closed -$44.7K – 414
2023
Q4 		$44.7K Hold
1,024
– – 0.01% 210
2023
Q3 		$34.3K Hold
1,024
– – 0.01% 226
2023
Q2 		$40.3K Hold
1,024
– – 0.01% 221
2023
Q1 		$40.8K Hold
1,024
– – 0.01% 224
2022
Q4 		$40.9K Hold
1,024
– – 0.01% 227
2022
Q3 		$37K Buy
+1,024
New +$42.5K 0.01% 224

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

First Personal Financial Services's SRC Position: Q1 2024 in Review

First Personal Financial Services sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 1,024 shares — an estimated $44.7K sold.

First Personal Financial Services first reported a position in SRC in Q3 2022 and held it in 6 quarters. The position peaked at $44.7K in Q4 2023. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • First Personal Financial Services reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • First Personal Financial Services sold 1,024 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $44.7K.
  • First Personal Financial Services first reported a position in SPIRIT REALTY CAPITAL, INC. in Q3 2022 and held it in 6 quarters.
  • First Personal Financial Services's SPIRIT REALTY CAPITAL, INC. position peaked at $44.7K in Q4 2023.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on First Personal Financial Services's 13F filing for Q1 2024, filed 26 Apr 2024.