B. Riley Wealth Management’s Service Properties Trust SVC Stock Holding History

B. Riley 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
2022 Q1	–	Sell	-3,000	Closed	-$132K	–	698
2021 Q4	$132K	Hold	3,000	–	–	0.01%	619
2021 Q3	$168K	Hold	3,000	–	–	0.01%	585
2021 Q2	$189K	Sell	3,000 -8	-0.3%	-$496	0.02%	387
2021 Q1	$178K	Buy	3,008 +941	+46%	+$56.6K	0.02%	388
2020 Q4	$119K	Sell	2,067 -3,372	-62%	-$171K	0.02%	359
2020 Q3	$216K	Buy	5,439 +852	+19%	+$32.4K	0.03%	348
2020 Q2	$163K	Buy	4,587 +2,030	+79%	+$70.7K	0.02%	381
2020 Q1	$69K	Buy	+2,557	New	+$229K	0.01%	496
2015 Q3	–	Sell	-47	Closed	-$6K	–	665
2015 Q2	$6K	Sell	47 -117	-71%	-$17.8K	﹤0.01%	834
2015 Q1	$26K	Buy	164 +1	+0.6%	+$160	0.02%	546
2014 Q4	$25K	Hold	163	–	–	0.02%	539
2014 Q3	$21K	Sell	163 -1,052	-87%	-$152K	0.02%	591
2014 Q2	$183K	Hold	1,215	–	–	0.12%	232
2014 Q1	$173K	Buy	+1,215	New	+$162K	0.13%	223

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

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

1SP

140 Summer Partners New York $1.4B AUM 73.38% 1-Year Est. Return

FFL

Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 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

B. Riley Wealth Management's SVC Position: Q1 2022 in Review

B. Riley Wealth Management sold out of Service Properties Trust (SVC) in Q1 2022, closing a stake of 3,000 shares — an estimated $132K sold.

B. Riley Wealth Management first reported a position in SVC in Q1 2014 and held it in 14 quarters. The position peaked at $216K in Q3 2020. 254 funds tracked by Wall St. Rank hold SVC as of Q1 2022.

B. Riley Wealth Management reported no remaining Service Properties Trust position as of Q1 2022 after selling out during the quarter.
B. Riley Wealth Management sold 3,000 Service Properties Trust shares in Q1 2022, an estimated $132K.
B. Riley Wealth Management first reported a position in Service Properties Trust in Q1 2014 and held it in 14 quarters.
B. Riley Wealth Management's Service Properties Trust position peaked at $216K in Q3 2020.
254 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2022.

Based on B. Riley Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.