CAL
SVC

Capital Advisors Ltd’s Service Properties Trust SVC Stock Holding History

Capital Advisors Ltd’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
-3
Closed – – 1627
2024
Q1 		$0 Buy
+3
New +$111 ﹤0.01% 1538
2022
Q4 		– Hold
0
– – – 1623
2022
Q3 		– Hold
0
– – – 1508

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Advisors Ltd's SVC Position: Q2 2024 in Review

Capital Advisors Ltd sold out of Service Properties Trust (SVC) in Q2 2024, closing a stake of 3 shares.

Capital Advisors Ltd first reported a position in SVC in Q1 2024 and held it in 1 quarter. The position peaked at $0 in Q1 2024. 233 funds tracked by Wall St. Rank hold SVC as of Q2 2024.

  • Capital Advisors Ltd reported no remaining Service Properties Trust position as of Q2 2024 after selling out during the quarter.
  • Capital Advisors Ltd sold 3 Service Properties Trust shares in Q2 2024.
  • Capital Advisors Ltd first reported a position in Service Properties Trust in Q1 2024 and held it in 1 quarter.
  • Capital Advisors Ltd's Service Properties Trust position peaked at $0 in Q1 2024.
  • 233 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2024.

Based on Capital Advisors Ltd's 13F filing for Q2 2024, filed 25 Jul 2024.