BWA
SVC

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

BDO 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
2023
Q2 		$5.21K Hold
120
– – ﹤0.01% 767
2023
Q1 		$5.98K Hold
120
– – ﹤0.01% 777
2022
Q4 		$4.37K Hold
120
– – ﹤0.01% 782
2022
Q3 		$3K Hold
120
– – ﹤0.01% 895
2022
Q2 		$3K Sell
120
-100
-45% -$3.45K ﹤0.01% 869
2022
Q1 		$10K Hold
220
– – ﹤0.01% 739
2021
Q4 		$10K Sell
220
-484
-69% -$24.7K ﹤0.01% 730
2021
Q3 		$39K Hold
704
– – ﹤0.01% 486
2021
Q2 		$44K Sell
704
-267
-27% -$16.6K ﹤0.01% 481
2021
Q1 		$58K Buy
971
+851
+709% +$51.2K 0.01% 432
2020
Q4 		$7K Sell
120
-200
-63% -$10.2K ﹤0.01% 600
2020
Q3 		$13K Hold
320
– – ﹤0.01% 472
2020
Q2 		$11K Sell
320
-3,760
-92% -$131K ﹤0.01% 492
2020
Q1 		$110K Buy
4,080
+2,101
+106% +$188K 0.02% 260
2019
Q4 		$241K Sell
1,979
-2
-0.1% -$244 0.06% 175
2019
Q3 		$254K Sell
1,981
-47
-2% -$5.82K 0.07% 170
2019
Q2 		$254K Buy
2,028
+467
+30% +$59.9K 0.07% 167
2019
Q1 		$205K Buy
1,561
+435
+39% +$57.4K 0.06% 168
2018
Q4 		$134K Buy
1,126
+364
+48% +$47.5K 0.05% 185
2018
Q3 		$110K Buy
762
+72
+10% +$10.3K 0.04% 212
2018
Q2 		$99K Buy
690
+124
+22% +$16.7K 0.03% 218
2018
Q1 		$72K Buy
566
+226
+66% +$30.4K 0.03% 213
2017
Q4 		$51K Buy
+340
New +$49.9K 0.02% 212

Other funds holding SVC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BDO Wealth Advisors's SVC Position: Q2 2023 in Review

BDO Wealth Advisors held its Service Properties Trust (SVC) position steady in Q2 2023 at 120 shares worth $5.21K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

BDO Wealth Advisors first reported a position in SVC in Q4 2017 and has held it in 23 quarters since. The position peaked at $254K in Q3 2019. 247 funds tracked by Wall St. Rank hold SVC as of Q2 2023.

  • BDO Wealth Advisors held 120 shares of Service Properties Trust worth $5.21K as of Q2 2023.
  • BDO Wealth Advisors left its Service Properties Trust share count unchanged in Q2 2023.
  • Service Properties Trust made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #767 holding.
  • BDO Wealth Advisors first reported a position in Service Properties Trust in Q4 2017 and has held it in 23 quarters since.
  • BDO Wealth Advisors's Service Properties Trust position peaked at $254K in Q3 2019.
  • 247 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.