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AWM
SVC
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
–
3561
2024
Q1
$223
Buy
+7
New
+$260
﹤0.01%
2833
2018
Q1
–
Sell
-140
Closed
-$21K
–
826
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
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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