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

Avior 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
2024 Q2	–	Sell	-7	Closed	-$223	–	3557
2024 Q1	$223	Buy	+7	New	+$260	﹤0.01%	2833
2018 Q1	–	Sell	-140	Closed	-$21K	–	823
2017 Q4	$21K	Sell	140 -50	-26%	-$7.34K	﹤0.01%	540
2017 Q3	$27K	Hold	190	–	–	0.01%	261
2017 Q2	$28K	Hold	190	–	–	0.01%	231
2017 Q1	$30K	Hold	190	–	–	0.01%	269
2016 Q4	$30K	Hold	190	–	–	0.01%	251
2016 Q3	$28K	Hold	190	–	–	0.01%	269
2016 Q2	$27K	Hold	190	–	–	0.01%	258
2016 Q1	$25K	Hold	190	–	–	0.01%	261
2015 Q4	$25K	Sell	190 -1	-0.5%	-$134	0.01%	237
2015 Q3	$24K	Hold	191	–	–	0.01%	220
2015 Q2	$27K	Hold	191	–	–	0.02%	188
2015 Q1	$31K	Hold	191	–	–	0.02%	169
2014 Q4	$29K	Hold	191	–	–	0.02%	166
2014 Q3	$26K	Hold	191	–	–	0.02%	177
2014 Q2	$29K	Hold	191	–	–	0.02%	173
2014 Q1	$27K	Buy	+191	New	+$25.4K	0.02%	174

Other funds holding SVC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avior Wealth Management's SVC Position: Q2 2024 in Review

Avior Wealth Management sold out of Service Properties Trust (SVC) in Q2 2024, closing a stake of 7 shares — an estimated $223 sold.

Avior Wealth Management first reported a position in SVC in Q1 2014 and held it in 17 quarters. The position peaked at $31K in Q1 2015. 234 funds tracked by Wall St. Rank hold SVC as of Q2 2024.

Avior Wealth Management reported no remaining Service Properties Trust position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 7 Service Properties Trust shares in Q2 2024, an estimated $223.
Avior Wealth Management first reported a position in Service Properties Trust in Q1 2014 and held it in 17 quarters.
Avior Wealth Management's Service Properties Trust position peaked at $31K in Q1 2015.
234 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.