SWM
SRC

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

Spire Wealth Management’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
-4,207
Closed -$181K – 2443
2023
Q4 		$181K Sell
4,207
-15
-0.4% -$579 0.01% 791
2023
Q3 		$142K Buy
4,222
+54
+1% +$2.08K 0.01% 821
2023
Q2 		$164K Buy
4,168
+436
+12% +$16.9K 0.01% 783
2023
Q1 		$149K Buy
3,732
+3,545
+1,896% +$147K 0.01% 822
2022
Q4 		$7K Buy
187
+57
+44% +$2.23K ﹤0.01% 1756
2022
Q3 		$5K Sell
130
-3,378
-96% -$140K ﹤0.01% 1765
2022
Q2 		$133K Sell
3,508
-3,227
-48% -$136K 0.01% 924
2022
Q1 		$310K Sell
6,735
-464
-6% -$21.6K 0.01% 719
2021
Q4 		$347K Buy
7,199
+594
+9% +$28.3K 0.01% 840
2021
Q3 		$304K Buy
6,605
+44
+0.7% +$2.19K 0.01% 751
2021
Q2 		$314K Sell
6,561
-506
-7% -$23.7K 0.01% 757
2021
Q1 		$301K Buy
+7,067
New +$289K 0.01% 866

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

Spire Wealth Management's SRC Position: Q1 2024 in Review

Spire Wealth Management sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 4,207 shares — an estimated $181K sold.

Spire Wealth Management first reported a position in SRC in Q1 2021 and held it in 12 quarters. The position peaked at $347K in Q4 2021. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • Spire Wealth Management reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • Spire Wealth Management sold 4,207 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $181K.
  • Spire Wealth Management first reported a position in SPIRIT REALTY CAPITAL, INC. in Q1 2021 and held it in 12 quarters.
  • Spire Wealth Management's SPIRIT REALTY CAPITAL, INC. position peaked at $347K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on Spire Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.