TCI Wealth Advisors’s 1st Source SRCE Stock Holding History

TCI Wealth 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
2023 Q2	–	Sell	-96	Closed	-$4.14K	–	1971
2023 Q1	$4.14K	Hold	96	–	–	﹤0.01%	1654
2022 Q4	$5.1K	Hold	96	–	–	﹤0.01%	1513
2022 Q3	$4K	Hold	96	–	–	﹤0.01%	1676
2022 Q2	$4K	Hold	96	–	–	﹤0.01%	1695
2022 Q1	$4K	Hold	96	–	–	﹤0.01%	1789
2021 Q4	$5K	Hold	96	–	–	﹤0.01%	1719
2021 Q3	$5K	Hold	96	–	–	﹤0.01%	1651
2021 Q2	$4K	Buy	+96	New	+$4.6K	﹤0.01%	1630

Other funds holding SRCE

1SB

1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

TCI Wealth Advisors's SRCE Position: Q2 2023 in Review

TCI Wealth Advisors sold out of 1st Source (SRCE) in Q2 2023, closing a stake of 96 shares — an estimated $4.14K sold.

TCI Wealth Advisors first reported a position in SRCE in Q2 2021 and held it in 8 quarters. The position peaked at $5.1K in Q4 2022. 119 funds tracked by Wall St. Rank hold SRCE as of Q2 2023.

TCI Wealth Advisors reported no remaining 1st Source position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 96 1st Source shares in Q2 2023, an estimated $4.14K.
TCI Wealth Advisors first reported a position in 1st Source in Q2 2021 and held it in 8 quarters.
TCI Wealth Advisors's 1st Source position peaked at $5.1K in Q4 2022.
119 funds tracked by Wall St. Rank held 1st Source as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.