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Patriot Financial Group Insurance Agency’s 1st Source SRCE Stock Holding History

Patriot Financial Group Insurance Agency’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
2020
Q4 		– Sell
-1
Closed – – 1991
2020
Q3 		$0 Hold
1
– – ﹤0.01% 1836
2020
Q2 		$0 Hold
1
– – ﹤0.01% 1827
2020
Q1 		$0 Hold
1
– – ﹤0.01% 1725
2019
Q4 		$0 Buy
+1
New +$50 ﹤0.01% 1440

Other funds holding SRCE

1SB
1ST Source Bank South Bend, Indiana $2.21B AUM 28.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SRCE Position: Q4 2020 in Review

Patriot Financial Group Insurance Agency sold out of 1st Source (SRCE) in Q4 2020, closing a stake of 1 share.

Patriot Financial Group Insurance Agency first reported a position in SRCE in Q4 2019 and held it in 4 quarters. The position peaked at $0 in Q3 2020. 123 funds tracked by Wall St. Rank hold SRCE as of Q4 2020.

  • Patriot Financial Group Insurance Agency reported no remaining 1st Source position as of Q4 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1 1st Source share in Q4 2020.
  • Patriot Financial Group Insurance Agency first reported a position in 1st Source in Q4 2019 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's 1st Source position peaked at $0 in Q3 2020.
  • 123 funds tracked by Wall St. Rank held 1st Source as of Q4 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2020, filed 15 Jan 2021.