HGWM
SRC

Harvest Group Wealth Management’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-61
Closed -$2K – 768
2020
Q4 		$2K Hold
61
– – ﹤0.01% 400
2020
Q3 		$2K Hold
61
– – ﹤0.01% 394
2020
Q2 		$2K Sell
61
-5
-8% -$151 ﹤0.01% 333
2020
Q1 		$1K Buy
+66
New +$2.99K ﹤0.01% 457

Other funds holding SRC

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Harvest Group Wealth Management's SRC Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2021, closing a stake of 61 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in SRC in Q1 2020 and held it in 4 quarters. The position peaked at $2K in Q4 2020. 294 funds tracked by Wall St. Rank hold SRC as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 61 SPIRIT REALTY CAPITAL, INC. shares in Q1 2021, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in SPIRIT REALTY CAPITAL, INC. in Q1 2020 and held it in 4 quarters.
  • Harvest Group Wealth Management's SPIRIT REALTY CAPITAL, INC. position peaked at $2K in Q4 2020.
  • 294 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.