TAIM
SRC

TD Ameritrade Investment Management’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-46
Closed -$2K – 543
2023
Q2 		$2K Sell
46
-24
-34% -$931 ﹤0.01% 487
2023
Q1 		$3K Hold
70
– – ﹤0.01% 462
2022
Q4 		$3K Sell
70
-12
-15% -$469 ﹤0.01% 473
2022
Q3 		$3K Sell
82
-18
-18% -$747 ﹤0.01% 484
2022
Q2 		$4K Hold
100
– – ﹤0.01% 498
2022
Q1 		$5K Sell
100
-2
-2% -$93 ﹤0.01% 561
2021
Q4 		$5K Sell
102
-162
-61% -$7.71K ﹤0.01% 543
2021
Q3 		$9K Buy
264
+162
+159% +$8.05K ﹤0.01% 458
2021
Q2 		$5K Sell
102
-65
-39% -$3.04K ﹤0.01% 534
2021
Q1 		$7K Hold
167
– – ﹤0.01% 511
2020
Q4 		$7K Sell
167
-97
-37% -$3.5K ﹤0.01% 511
2020
Q3 		$9K Buy
264
+46
+21% +$1.6K ﹤0.01% 458
2020
Q2 		$8K Buy
218
+9
+4% +$273 ﹤0.01% 460
2020
Q1 		$5K Sell
209
-33
-14% -$1.49K ﹤0.01% 490
2019
Q4 		$12K Buy
242
+6
+3% +$298 ﹤0.01% 433
2019
Q3 		$11K Buy
236
+20
+9% +$916 ﹤0.01% 424
2019
Q2 		$9K Sell
216
-177
-45% -$7.47K ﹤0.01% 419
2019
Q1 		$16K Buy
+393
New +$15K ﹤0.01% 318

Other funds holding SRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Ameritrade Investment Management's SRC Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q3 2023, closing a stake of 46 shares — an estimated $2K sold.

TD Ameritrade Investment Management first reported a position in SRC in Q1 2019 and held it in 18 quarters. The position peaked at $16K in Q1 2019. 331 funds tracked by Wall St. Rank hold SRC as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 46 SPIRIT REALTY CAPITAL, INC. shares in Q3 2023, an estimated $2K.
  • TD Ameritrade Investment Management first reported a position in SPIRIT REALTY CAPITAL, INC. in Q1 2019 and held it in 18 quarters.
  • TD Ameritrade Investment Management's SPIRIT REALTY CAPITAL, INC. position peaked at $16K in Q1 2019.
  • 331 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.