BHWM
SVC

Beaird Harris Wealth Management’s Service Properties Trust SVC Stock Holding History

Beaird Harris 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
Q3 		– Sell
-75
Closed -$1.93K – 689
2024
Q2 		$1.93K Buy
+75
New +$2.16K ﹤0.01% 537

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beaird Harris Wealth Management's SVC Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Service Properties Trust (SVC) in Q3 2024, closing a stake of 75 shares — an estimated $1.93K sold.

Beaird Harris Wealth Management first reported a position in SVC in Q2 2024 and held it in 1 quarter. The position peaked at $1.93K in Q2 2024. 245 funds tracked by Wall St. Rank hold SVC as of Q3 2024.

  • Beaird Harris Wealth Management reported no remaining Service Properties Trust position as of Q3 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 75 Service Properties Trust shares in Q3 2024, an estimated $1.93K.
  • Beaird Harris Wealth Management first reported a position in Service Properties Trust in Q2 2024 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Service Properties Trust position peaked at $1.93K in Q2 2024.
  • 245 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.