Ken Fisher’s 1st Source SRCE Stock Holding History

Ken Fisher’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	–	Sell	-48	Closed	-$2.02K	–	1111
2023 Q3	$2.02K	Buy	+48	New	+$2.14K	﹤0.01%	1151

Other funds holding SRCE

1SB

1ST Source Bank South Bend, Indiana $2.21B AUM 28.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ken Fisher's SRCE Position: Q4 2023 in Review

Ken Fisher sold out of 1st Source (SRCE) in Q4 2023, closing a stake of 48 shares — an estimated $2.02K sold.

Ken Fisher first reported a position in SRCE in Q3 2023 and held it in 1 quarter. The position peaked at $2.02K in Q3 2023. 141 funds tracked by Wall St. Rank hold SRCE as of Q4 2023.

Ken Fisher reported no remaining 1st Source position as of Q4 2023 after selling out during the quarter.
Ken Fisher sold 48 1st Source shares in Q4 2023, an estimated $2.02K.
Ken Fisher first reported a position in 1st Source in Q3 2023 and held it in 1 quarter.
Ken Fisher's 1st Source position peaked at $2.02K in Q3 2023.
141 funds tracked by Wall St. Rank held 1st Source as of Q4 2023.

Based on Fisher Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.