Glassman Wealth Services’s 1st Source SRCE Stock Holding History

Glassman Wealth Services’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
2024 Q1	–	Sell	-18	Closed	-$989	–	1583
2023 Q4	$989	Hold	18	–	–	﹤0.01%	1546
2023 Q3	$758	Hold	18	–	–	﹤0.01%	1634
2023 Q2	$755	Hold	18	–	–	﹤0.01%	1530
2023 Q1	$777	Hold	18	–	–	﹤0.01%	1511
2022 Q4	$956	Hold	18	–	–	﹤0.01%	1437
2022 Q3	$1K	Hold	18	–	–	﹤0.01%	1532
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	1538
2022 Q1	$1K	Hold	18	–	–	﹤0.01%	1517
2021 Q4	$1K	Hold	18	–	–	﹤0.01%	1500
2021 Q3	$1K	Hold	18	–	–	﹤0.01%	1464
2021 Q2	$1K	Hold	18	–	–	﹤0.01%	1378
2021 Q1	$1K	Hold	18	–	–	﹤0.01%	1324
2020 Q4	$1K	Hold	18	–	–	﹤0.01%	1276
2020 Q3	$1K	Hold	18	–	–	﹤0.01%	1230
2020 Q2	$1K	Buy	+18	New	+$596	﹤0.01%	1108

Other funds holding SRCE

1SB

1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Glassman Wealth Services's SRCE Position: Q1 2024 in Review

Glassman Wealth Services sold out of 1st Source (SRCE) in Q1 2024, closing a stake of 18 shares — an estimated $989 sold.

Glassman Wealth Services first reported a position in SRCE in Q2 2020 and held it in 15 quarters. The position peaked at $1K in Q3 2022. 148 funds tracked by Wall St. Rank hold SRCE as of Q1 2024.

Glassman Wealth Services reported no remaining 1st Source position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 18 1st Source shares in Q1 2024, an estimated $989.
Glassman Wealth Services first reported a position in 1st Source in Q2 2020 and held it in 15 quarters.
Glassman Wealth Services's 1st Source position peaked at $1K in Q3 2022.
148 funds tracked by Wall St. Rank held 1st Source as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.