FPWM
SRC

FSB Premier Wealth Management’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

FSB Premier Wealth Management’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
-5,002
Closed -$219K – 187
2023
Q4 		$219K Buy
+5,002
New +$193K 0.11% 162
2022
Q1 		– Sell
-165
Closed -$7K – 534
2021
Q4 		$7K Buy
+165
New +$7.86K ﹤0.01% 435

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

FSB Premier Wealth Management's SRC Position: Q1 2024 in Review

FSB Premier Wealth Management sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 5,002 shares — an estimated $219K sold.

FSB Premier Wealth Management first reported a position in SRC in Q4 2021 and held it in 2 quarters. The position peaked at $219K in Q4 2023. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • FSB Premier Wealth Management reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • FSB Premier Wealth Management sold 5,002 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $219K.
  • FSB Premier Wealth Management first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2021 and held it in 2 quarters.
  • FSB Premier Wealth Management's SPIRIT REALTY CAPITAL, INC. position peaked at $219K in Q4 2023.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on FSB Premier Wealth Management's 13F filing for Q1 2024, filed 10 May 2024.