Janney Montgomery Scott
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Janney Montgomery Scott’s 1st Source SRCE Stock Holding History

Janney Montgomery Scott’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
2021
Q4 		– Sell
-9,968
Closed -$471K – 2424
2021
Q3 		$471K Buy
9,968
+805
+9% +$36.7K ﹤0.01% 1699
2021
Q2 		$426K Buy
+9,163
New +$439K ﹤0.01% 1729

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janney Montgomery Scott's SRCE Position: Q4 2021 in Review

Janney Montgomery Scott sold out of 1st Source (SRCE) in Q4 2021, closing a stake of 9,968 shares — an estimated $471K sold.

Janney Montgomery Scott first reported a position in SRCE in Q2 2021 and held it in 2 quarters. The position peaked at $471K in Q3 2021. 130 funds tracked by Wall St. Rank hold SRCE as of Q4 2021.

  • Janney Montgomery Scott reported no remaining 1st Source position as of Q4 2021 after selling out during the quarter.
  • Janney Montgomery Scott sold 9,968 1st Source shares in Q4 2021, an estimated $471K.
  • Janney Montgomery Scott first reported a position in 1st Source in Q2 2021 and held it in 2 quarters.
  • Janney Montgomery Scott's 1st Source position peaked at $471K in Q3 2021.
  • 130 funds tracked by Wall St. Rank held 1st Source as of Q4 2021.

Based on Janney Montgomery Scott's 13F filing for Q4 2021, filed 27 Jan 2022.