PWMG
SRC

Prestige Wealth Management Group’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Prestige Wealth Management Group’s Portfolio SRC Stock Details SRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,074
Closed -$47.6K – 1058
2023
Q4 		$47.6K Hold
1,074
– – 0.01% 247
2023
Q3 		$36.7K Hold
1,074
– – 0.01% 270
2023
Q2 		$43K Hold
1,074
– – 0.01% 276
2023
Q1 		$43.5K Hold
1,074
– – 0.01% 254
2022
Q4 		$43.6K Hold
1,074
– – 0.01% 269
2022
Q3 		$40K Hold
1,074
– – 0.01% 245
2022
Q2 		$41K Hold
1,074
– – 0.01% 255
2022
Q1 		$49K Hold
1,074
– – 0.01% 244
2021
Q4 		$52K Hold
1,074
– – 0.01% 259
2021
Q3 		$49K Hold
1,074
– – 0.01% 266
2021
Q2 		$51K Hold
1,074
– – 0.01% 245
2021
Q1 		$46K Hold
1,074
– – 0.01% 259
2020
Q4 		$43K Hold
1,074
– – 0.01% 263
2020
Q3 		$36K Hold
1,074
– – 0.01% 289
2020
Q2 		$37K Hold
1,074
– – 0.01% 260
2020
Q1 		$28K Hold
1,074
– – 0.01% 240
2019
Q4 		$53K Hold
1,074
– – 0.03% 199
2019
Q3 		$51K Buy
+1,074
New +$49.2K 0.03% 197
2019
Q2 		– Hold
0
– – – 204
2019
Q1 		– Sell
-1,092
Closed -$41.6K – 197
2018
Q4 		$38K Buy
+1,092
New +$42.1K 0.03% 218

Other funds holding SRC

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Prestige Wealth Management Group's SRC Position: Q1 2024 in Review

Prestige Wealth Management Group sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 1,074 shares — an estimated $47.6K sold.

Prestige Wealth Management Group first reported a position in SRC in Q4 2018 and held it in 19 quarters. The position peaked at $53K in Q4 2019. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • Prestige Wealth Management Group reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • Prestige Wealth Management Group sold 1,074 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $47.6K.
  • Prestige Wealth Management Group first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2018 and held it in 19 quarters.
  • Prestige Wealth Management Group's SPIRIT REALTY CAPITAL, INC. position peaked at $53K in Q4 2019.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on Prestige Wealth Management Group's 13F filing for Q1 2024, filed 26 Apr 2024.