TFM
SRC

TFC Financial Management’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

TFC Financial 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
-20
Closed -$874 – 921
2023
Q4 		$874 Buy
+20
New +$771 ﹤0.01% 533

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

TFC Financial Management's SRC Position: Q1 2024 in Review

TFC Financial Management sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 20 shares — an estimated $874 sold.

TFC Financial Management first reported a position in SRC in Q4 2023 and held it in 1 quarter. The position peaked at $874 in Q4 2023. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • TFC Financial Management reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • TFC Financial Management sold 20 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $874.
  • TFC Financial Management first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2023 and held it in 1 quarter.
  • TFC Financial Management's SPIRIT REALTY CAPITAL, INC. position peaked at $874 in Q4 2023.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on TFC Financial Management's 13F filing for Q1 2024, filed 30 Apr 2024.