TI
SRC

Truepoint Inc’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Truepoint Inc’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
-4,934
Closed -$216K – 249
2023
Q4 		$216K Buy
+4,934
New +$190K 0.01% 226

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

Truepoint Inc's SRC Position: Q1 2024 in Review

Truepoint Inc sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 4,934 shares — an estimated $216K sold.

Truepoint Inc first reported a position in SRC in Q4 2023 and held it in 1 quarter. The position peaked at $216K in Q4 2023. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • Truepoint Inc reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • Truepoint Inc sold 4,934 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $216K.
  • Truepoint Inc first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2023 and held it in 1 quarter.
  • Truepoint Inc's SPIRIT REALTY CAPITAL, INC. position peaked at $216K in Q4 2023.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on Truepoint Inc's 13F filing for Q1 2024, filed 9 May 2024.