Meridian Wealth Partners’s 1st Source SRCE Stock Holding History

Meridian Wealth Partners’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 Q2	–	Sell	-8	Closed	–	–	1089
2021 Q1	$0	Buy	+8	New	+$356	﹤0.01%	1454

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

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

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

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

Meridian Wealth Partners's SRCE Position: Q2 2021 in Review

Meridian Wealth Partners sold out of 1st Source (SRCE) in Q2 2021, closing a stake of 8 shares.

Meridian Wealth Partners first reported a position in SRCE in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 130 funds tracked by Wall St. Rank hold SRCE as of Q2 2021.

Meridian Wealth Partners reported no remaining 1st Source position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 8 1st Source shares in Q2 2021.
Meridian Wealth Partners first reported a position in 1st Source in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's 1st Source position peaked at $0 in Q1 2021.
130 funds tracked by Wall St. Rank held 1st Source as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.