Heritage Wealth Advisors
SRC

Heritage Wealth Advisors’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Heritage Wealth Advisors’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
-700
Closed -$30.6K – 577
2023
Q4 		$30.6K Hold
700
– – ﹤0.01% 379
2023
Q3 		$23.5K Buy
700
+100
+17% +$3.85K ﹤0.01% 365
2023
Q2 		$23.6K Hold
600
– – ﹤0.01% 386
2023
Q1 		$23.9K Buy
+600
New +$24.8K ﹤0.01% 390

Other funds holding SRC

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Heritage Wealth Advisors's SRC Position: Q1 2024 in Review

Heritage Wealth Advisors sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 700 shares — an estimated $30.6K sold.

Heritage Wealth Advisors first reported a position in SRC in Q1 2023 and held it in 4 quarters. The position peaked at $30.6K in Q4 2023. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • Heritage Wealth Advisors reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • Heritage Wealth Advisors sold 700 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $30.6K.
  • Heritage Wealth Advisors first reported a position in SPIRIT REALTY CAPITAL, INC. in Q1 2023 and held it in 4 quarters.
  • Heritage Wealth Advisors's SPIRIT REALTY CAPITAL, INC. position peaked at $30.6K in Q4 2023.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on Heritage Wealth Advisors's 13F filing for Q1 2024, filed 8 May 2024.