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Sheaff Brock Investment Advisors’s 1st Source SRCE Stock Holding History

Sheaff Brock Investment Advisors’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
Q4 		– Sell
-6,737
Closed -$318K – 581
2021
Q3 		$318K Buy
+6,737
New +$307K 0.02% 358

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sheaff Brock Investment Advisors's SRCE Position: Q4 2021 in Review

Sheaff Brock Investment Advisors sold out of 1st Source (SRCE) in Q4 2021, closing a stake of 6,737 shares — an estimated $318K sold.

Sheaff Brock Investment Advisors first reported a position in SRCE in Q3 2021 and held it in 1 quarter. The position peaked at $318K in Q3 2021. 130 funds tracked by Wall St. Rank hold SRCE as of Q4 2021.

  • Sheaff Brock Investment Advisors reported no remaining 1st Source position as of Q4 2021 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 6,737 1st Source shares in Q4 2021, an estimated $318K.
  • Sheaff Brock Investment Advisors first reported a position in 1st Source in Q3 2021 and held it in 1 quarter.
  • Sheaff Brock Investment Advisors's 1st Source position peaked at $318K in Q3 2021.
  • 130 funds tracked by Wall St. Rank held 1st Source as of Q4 2021.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.