AWA
SVC

Arkadios Wealth Advisors’s Service Properties Trust SVC Stock Holding History

Arkadios Wealth Advisors’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
-1
Closed – – 2031
2021
Q1 		$0 Hold
1
– – ﹤0.01% 1744
2020
Q4 		$0 Hold
1
– – ﹤0.01% 1477
2020
Q3 		$54 Hold
1
– – ﹤0.01% 1012
2020
Q2 		$44 Hold
1
– – ﹤0.01% 939
2020
Q1 		$38 Buy
+1
New +$90 ﹤0.01% 1173

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
RCM
Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Arkadios Wealth Advisors's SVC Position: Q2 2021 in Review

Arkadios Wealth Advisors sold out of Service Properties Trust (SVC) in Q2 2021, closing a stake of 1 share.

Arkadios Wealth Advisors first reported a position in SVC in Q1 2020 and held it in 5 quarters. The position peaked at $54 in Q3 2020. 258 funds tracked by Wall St. Rank hold SVC as of Q2 2021.

  • Arkadios Wealth Advisors reported no remaining Service Properties Trust position as of Q2 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1 Service Properties Trust share in Q2 2021.
  • Arkadios Wealth Advisors first reported a position in Service Properties Trust in Q1 2020 and held it in 5 quarters.
  • Arkadios Wealth Advisors's Service Properties Trust position peaked at $54 in Q3 2020.
  • 258 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.