AWM
SVC

Accurate Wealth Management’s Service Properties Trust SVC Stock Holding History

Accurate Wealth Management’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
2023
Q1 		– Sell
-13
Closed -$521 – 1299
2022
Q4 		$521 Buy
+13
New +$477 ﹤0.01% 1476

Other funds holding SVC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

Accurate Wealth Management's SVC Position: Q1 2023 in Review

Accurate Wealth Management sold out of Service Properties Trust (SVC) in Q1 2023, closing a stake of 13 shares — an estimated $521 sold.

Accurate Wealth Management first reported a position in SVC in Q4 2022 and held it in 1 quarter. The position peaked at $521 in Q4 2022. 250 funds tracked by Wall St. Rank hold SVC as of Q1 2023.

  • Accurate Wealth Management reported no remaining Service Properties Trust position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 13 Service Properties Trust shares in Q1 2023, an estimated $521.
  • Accurate Wealth Management first reported a position in Service Properties Trust in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Service Properties Trust position peaked at $521 in Q4 2022.
  • 250 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.