JWM
SRC

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

Janiczek 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
2024
Q1 		– Sell
-393
Closed -$17.2K – 1174
2023
Q4 		$17.2K Buy
393
+210
+115% +$8.1K ﹤0.01% 570
2023
Q3 		$6.14K Hold
183
– – ﹤0.01% 704
2023
Q2 		$7.21K Hold
183
– – ﹤0.01% 618
2023
Q1 		$6.92K Sell
183
-43
-19% -$1.78K ﹤0.01% 628
2022
Q4 		$9.6K Sell
226
-8
-3% -$312 ﹤0.01% 569
2022
Q3 		$8K Sell
234
-88
-27% -$3.65K ﹤0.01% 594
2022
Q2 		$14K Sell
322
-151
-32% -$6.36K ﹤0.01% 528
2022
Q1 		$22K Hold
473
– – 0.01% 437
2021
Q4 		$23K Hold
473
– – 0.01% 457
2021
Q3 		$22K Hold
473
– – 0.01% 445
2021
Q2 		$23K Hold
473
– – 0.01% 402
2021
Q1 		$20K Buy
473
+65
+16% +$2.66K 0.01% 407
2020
Q4 		$16K Buy
408
+263
+181% +$9.48K 0.01% 385
2020
Q3 		$5K Buy
+145
New +$5.06K ﹤0.01% 360

Other funds holding SRC

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Janiczek Wealth Management's SRC Position: Q1 2024 in Review

Janiczek Wealth Management sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 393 shares — an estimated $17.2K sold.

Janiczek Wealth Management first reported a position in SRC in Q3 2020 and held it in 14 quarters. The position peaked at $23K in Q4 2021. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • Janiczek Wealth Management reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • Janiczek Wealth Management sold 393 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $17.2K.
  • Janiczek Wealth Management first reported a position in SPIRIT REALTY CAPITAL, INC. in Q3 2020 and held it in 14 quarters.
  • Janiczek Wealth Management's SPIRIT REALTY CAPITAL, INC. position peaked at $23K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on Janiczek Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.