BFPW
SVC

BOK Financial Private Wealth’s Service Properties Trust SVC Stock Holding History

BOK Financial Private Wealth’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
-200
Closed -$6.78K – 480
2024
Q1 		$6.78K Hold
200
– – ﹤0.01% 384
2023
Q4 		$8.54K Buy
+200
New +$7.56K ﹤0.01% 374

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
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

BOK Financial Private Wealth's SVC Position: Q2 2024 in Review

BOK Financial Private Wealth sold out of Service Properties Trust (SVC) in Q2 2024, closing a stake of 200 shares — an estimated $6.78K sold.

BOK Financial Private Wealth first reported a position in SVC in Q4 2023 and held it in 2 quarters. The position peaked at $8.54K in Q4 2023. 234 funds tracked by Wall St. Rank hold SVC as of Q2 2024.

  • BOK Financial Private Wealth reported no remaining Service Properties Trust position as of Q2 2024 after selling out during the quarter.
  • BOK Financial Private Wealth sold 200 Service Properties Trust shares in Q2 2024, an estimated $6.78K.
  • BOK Financial Private Wealth first reported a position in Service Properties Trust in Q4 2023 and held it in 2 quarters.
  • BOK Financial Private Wealth's Service Properties Trust position peaked at $8.54K in Q4 2023.
  • 234 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2024.

Based on BOK Financial Private Wealth's 13F filing for Q2 2024, filed 14 Aug 2024.