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Sowell Financial Services’s 1st Source SRCE Stock Holding History

Sowell Financial Services’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
-130
Closed -$6K – 2421
2021
Q1 		$6K Buy
+130
New +$5.78K ﹤0.01% 2548

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 $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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 $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's SRCE Position: Q2 2021 in Review

Sowell Financial Services sold out of 1st Source (SRCE) in Q2 2021, closing a stake of 130 shares — an estimated $6K sold.

Sowell Financial Services first reported a position in SRCE in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 130 funds tracked by Wall St. Rank hold SRCE as of Q2 2021.

  • Sowell Financial Services reported no remaining 1st Source position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 130 1st Source shares in Q2 2021, an estimated $6K.
  • Sowell Financial Services first reported a position in 1st Source in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's 1st Source position peaked at $6K in Q1 2021.
  • 130 funds tracked by Wall St. Rank held 1st Source as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.