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Macroview Investment Management’s 1st Source SRCE Stock Holding History

Macroview Investment Management’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
2024
Q4 		– Sell
-147
Closed -$8.8K – 485
2024
Q3 		$8.8K Buy
+147
New +$8.66K 0.01% 275
2024
Q2 		– Sell
-160
Closed -$8.39K – 678
2024
Q1 		$8.39K Buy
+160
New +$8.2K 0.01% 279

Other funds holding SRCE

1SB
1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Macroview Investment Management's SRCE Position: Q4 2024 in Review

Macroview Investment Management sold out of 1st Source (SRCE) in Q4 2024, closing a stake of 147 shares — an estimated $8.8K sold.

Macroview Investment Management first reported a position in SRCE in Q1 2024 and held it in 2 quarters. The position peaked at $8.8K in Q3 2024. 188 funds tracked by Wall St. Rank hold SRCE as of Q4 2024.

  • Macroview Investment Management reported no remaining 1st Source position as of Q4 2024 after selling out during the quarter.
  • Macroview Investment Management sold 147 1st Source shares in Q4 2024, an estimated $8.8K.
  • Macroview Investment Management first reported a position in 1st Source in Q1 2024 and held it in 2 quarters.
  • Macroview Investment Management's 1st Source position peaked at $8.8K in Q3 2024.
  • 188 funds tracked by Wall St. Rank held 1st Source as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.