AWC
SVC

Abundance Wealth Counselors’s Service Properties Trust SVC Stock Holding History

Abundance Wealth Counselors’s Portfolio SVC Stock Details SVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-884
Closed -$52K – 305
2021
Q1 		$52K Buy
+884
New +$53.1K 0.01% 164

Other funds holding SVC

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Abundance Wealth Counselors's SVC Position: Q2 2021 in Review

Abundance Wealth Counselors sold out of Service Properties Trust (SVC) in Q2 2021, closing a stake of 884 shares — an estimated $52K sold.

Abundance Wealth Counselors first reported a position in SVC in Q1 2021 and held it in 1 quarter. The position peaked at $52K in Q1 2021. 258 funds tracked by Wall St. Rank hold SVC as of Q2 2021.

  • Abundance Wealth Counselors reported no remaining Service Properties Trust position as of Q2 2021 after selling out during the quarter.
  • Abundance Wealth Counselors sold 884 Service Properties Trust shares in Q2 2021, an estimated $52K.
  • Abundance Wealth Counselors first reported a position in Service Properties Trust in Q1 2021 and held it in 1 quarter.
  • Abundance Wealth Counselors's Service Properties Trust position peaked at $52K in Q1 2021.
  • 258 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2021.

Based on Abundance Wealth Counselors's 13F filing for Q2 2021, filed 21 Jul 2021.