HH
SRCE icon

HWG Holdings’s 1st Source SRCE Stock Holding History

HWG Holdings’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 		$15.2K Buy
+277
New +$13.3K 0.01% 84

Other funds holding SRCE

1SB
1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HWG Holdings's SRCE Position: Q4 2023 in Review

HWG Holdings opened a new position in 1st Source (SRCE) in Q4 2023: 277 shares worth $15.2K. The stake represents 0.01% of the portfolio and ranks #84 among its holdings.

141 funds tracked by Wall St. Rank hold SRCE as of Q4 2023.

  • HWG Holdings held 277 shares of 1st Source worth $15.2K as of Q4 2023.
  • 1st Source was a new HWG Holdings position in Q4 2023.
  • 1st Source made up 0.01% of HWG Holdings's portfolio in Q4 2023, its #84 holding.
  • 141 funds tracked by Wall St. Rank held 1st Source as of Q4 2023.

Based on HWG Holdings's 13F filing for Q4 2023, filed 4 Jan 2024.