BWM
SVC

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

BerganKDV 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
Q4 		– Sell
-60
Closed -$2K – 1104
2022
Q3 		$2K Buy
+60
New +$1.99K ﹤0.01% 835

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 $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BerganKDV Wealth Management's SVC Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of Service Properties Trust (SVC) in Q4 2022, closing a stake of 60 shares — an estimated $2K sold.

BerganKDV Wealth Management first reported a position in SVC in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 244 funds tracked by Wall St. Rank hold SVC as of Q4 2022.

  • BerganKDV Wealth Management reported no remaining Service Properties Trust position as of Q4 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 60 Service Properties Trust shares in Q4 2022, an estimated $2K.
  • BerganKDV Wealth Management first reported a position in Service Properties Trust in Q3 2022 and held it in 1 quarter.
  • BerganKDV Wealth Management's Service Properties Trust position peaked at $2K in Q3 2022.
  • 244 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.