NFSG
SRCE icon

Newbridge Financial Services Group’s 1st Source SRCE Stock Holding History

Newbridge Financial Services 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
Q3 		– Sell
-677
Closed -$31K – 1590
2021
Q2 		$31K Hold
677
– – 0.02% 623
2021
Q1 		$32K Buy
+677
New +$30.1K 0.02% 553

Other funds holding SRCE

1SB
1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Newbridge Financial Services Group's SRCE Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of 1st Source (SRCE) in Q3 2021, closing a stake of 677 shares — an estimated $31K sold.

Newbridge Financial Services Group first reported a position in SRCE in Q1 2021 and held it in 2 quarters. The position peaked at $32K in Q1 2021. 136 funds tracked by Wall St. Rank hold SRCE as of Q3 2021.

  • Newbridge Financial Services Group reported no remaining 1st Source position as of Q3 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 677 1st Source shares in Q3 2021, an estimated $31K.
  • Newbridge Financial Services Group first reported a position in 1st Source in Q1 2021 and held it in 2 quarters.
  • Newbridge Financial Services Group's 1st Source position peaked at $32K in Q1 2021.
  • 136 funds tracked by Wall St. Rank held 1st Source as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.