West Tower Group’s 1st Source SRCE Stock Holding History

West Tower Group’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 Q4	–	Sell	-55	Closed	-$2.31K	–	738
2023 Q3	$2.31K	Buy	+55	New	+$2.45K	﹤0.01%	560

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

BTW

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

West Tower Group's SRCE Position: Q4 2023 in Review

West Tower Group sold out of 1st Source (SRCE) in Q4 2023, closing a stake of 55 shares — an estimated $2.31K sold.

West Tower Group first reported a position in SRCE in Q3 2023 and held it in 1 quarter. The position peaked at $2.31K in Q3 2023. 141 funds tracked by Wall St. Rank hold SRCE as of Q4 2023.

West Tower Group reported no remaining 1st Source position as of Q4 2023 after selling out during the quarter.
West Tower Group sold 55 1st Source shares in Q4 2023, an estimated $2.31K.
West Tower Group first reported a position in 1st Source in Q3 2023 and held it in 1 quarter.
West Tower Group's 1st Source position peaked at $2.31K in Q3 2023.
141 funds tracked by Wall St. Rank held 1st Source as of Q4 2023.

Based on West Tower Group's 13F filing for Q4 2023, filed 14 Feb 2024.