Kowal Investment Group’s 1st Source SRCE Stock Holding History

Kowal Investment Group’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	-46	Closed	-$2K	–	822
2021 Q3	$2K	Buy	+46	New	+$2.1K	﹤0.01%	833

Other funds holding SRCE

1SB

1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 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

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

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

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

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

Kowal Investment Group's SRCE Position: Q4 2021 in Review

Kowal Investment Group sold out of 1st Source (SRCE) in Q4 2021, closing a stake of 46 shares — an estimated $2K sold.

Kowal Investment Group first reported a position in SRCE in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 130 funds tracked by Wall St. Rank hold SRCE as of Q4 2021.

Kowal Investment Group reported no remaining 1st Source position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 46 1st Source shares in Q4 2021, an estimated $2K.
Kowal Investment Group first reported a position in 1st Source in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's 1st Source position peaked at $2K in Q3 2021.
130 funds tracked by Wall St. Rank held 1st Source as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.