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Venture Visionary Partners’s 1st Source SRCE Stock Holding History

Venture Visionary Partners’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
2022
Q3 		– Sell
-1,081
Closed -$49.1K – 1400
2022
Q2 		$49.1K Buy
+1,081
New +$48.8K ﹤0.01% 809

Other funds holding SRCE

1SB
1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Venture Visionary Partners's SRCE Position: Q3 2022 in Review

Venture Visionary Partners sold out of 1st Source (SRCE) in Q3 2022, closing a stake of 1,081 shares — an estimated $49.1K sold.

Venture Visionary Partners first reported a position in SRCE in Q2 2022 and held it in 1 quarter. The position peaked at $49.1K in Q2 2022. 124 funds tracked by Wall St. Rank hold SRCE as of Q3 2022.

  • Venture Visionary Partners reported no remaining 1st Source position as of Q3 2022 after selling out during the quarter.
  • Venture Visionary Partners sold 1,081 1st Source shares in Q3 2022, an estimated $49.1K.
  • Venture Visionary Partners first reported a position in 1st Source in Q2 2022 and held it in 1 quarter.
  • Venture Visionary Partners's 1st Source position peaked at $49.1K in Q2 2022.
  • 124 funds tracked by Wall St. Rank held 1st Source as of Q3 2022.

Based on Venture Visionary Partners's 13F filing for Q3 2022, filed 14 Nov 2022.