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IndexIQ Advisors’s 1st Source SRCE Stock Holding History

IndexIQ Advisors’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
2022
Q1 		$392K Sell
8,481
-395
-4% -$19.5K 0.01% 817
2021
Q4 		$440K Sell
8,876
-573
-6% -$27.9K 0.01% 694
2021
Q3 		$446K Buy
9,449
+946
+11% +$43.1K 0.01% 678
2021
Q2 		$395K Buy
8,503
+238
+3% +$11.4K 0.01% 750
2021
Q1 		$393K Buy
+8,265
New +$368K 0.01% 886

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

IndexIQ Advisors's SRCE Position: Q1 2022 in Review

IndexIQ Advisors reduced its 1st Source (SRCE) stake by 4.5% in Q1 2022, selling an estimated $19.5K and leaving 8,481 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #817.

IndexIQ Advisors first reported a position in SRCE in Q1 2021 and has held it in 5 quarters since. The position peaked at $446K in Q3 2021. 135 funds tracked by Wall St. Rank hold SRCE as of Q1 2022.

  • IndexIQ Advisors held 8,481 shares of 1st Source worth $392K as of Q1 2022.
  • IndexIQ Advisors sold 395 1st Source shares in Q1 2022, an estimated $19.5K.
  • 1st Source made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #817 holding.
  • IndexIQ Advisors first reported a position in 1st Source in Q1 2021 and has held it in 5 quarters since.
  • IndexIQ Advisors's 1st Source position peaked at $446K in Q3 2021.
  • 135 funds tracked by Wall St. Rank held 1st Source as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.