Lenox Wealth Advisors’s 1st Source SRCE Stock Holding History

Lenox Wealth 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	–	Sell	-36	Closed	-$2K	–	969
2021 Q4	$2K	Buy	+36	New	+$1.75K	﹤0.01%	755

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

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

Lenox Wealth Advisors's SRCE Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of 1st Source (SRCE) in Q1 2022, closing a stake of 36 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in SRCE in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 135 funds tracked by Wall St. Rank hold SRCE as of Q1 2022.

Lenox Wealth Advisors reported no remaining 1st Source position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 36 1st Source shares in Q1 2022, an estimated $2K.
Lenox Wealth Advisors first reported a position in 1st Source in Q4 2021 and held it in 1 quarter.
Lenox Wealth Advisors's 1st Source position peaked at $2K in Q4 2021.
135 funds tracked by Wall St. Rank held 1st Source as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.