Fisher Asset Management
SRCE icon

Fisher Asset Management’s 1st Source SRCE Stock Holding History

Fisher Asset Management’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
2023
Q4 		– Sell
-48
Closed -$2.02K – 1111
2023
Q3 		$2.02K Buy
+48
New +$2.14K ﹤0.01% 1151

Other funds holding SRCE

1SB
1ST Source Bank South Bend, Indiana $2.21B AUM 28.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management's SRCE Position: Q4 2023 in Review

Fisher Asset Management sold out of 1st Source (SRCE) in Q4 2023, closing a stake of 48 shares — an estimated $2.02K sold.

Fisher Asset Management first reported a position in SRCE in Q3 2023 and held it in 1 quarter. The position peaked at $2.02K in Q3 2023. 141 funds tracked by Wall St. Rank hold SRCE as of Q4 2023.

  • Fisher Asset Management reported no remaining 1st Source position as of Q4 2023 after selling out during the quarter.
  • Fisher Asset Management sold 48 1st Source shares in Q4 2023, an estimated $2.02K.
  • Fisher Asset Management first reported a position in 1st Source in Q3 2023 and held it in 1 quarter.
  • Fisher Asset Management's 1st Source position peaked at $2.02K in Q3 2023.
  • 141 funds tracked by Wall St. Rank held 1st Source as of Q4 2023.

Based on Fisher Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.