CWM
SVC

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

CCG 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
2025
Q2 		– Sell
-4,088
Closed -$53.4K – 81
2025
Q1 		$53.4K Buy
+4,088
New +$55.4K 0.03% 74

Other funds holding SVC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAG
Susquehanna Advisors Group Bala Cynwyd, Pennsylvania $3.05B AUM 41.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return

CCG Wealth Management's SVC Position: Q2 2025 in Review

CCG Wealth Management sold out of Service Properties Trust (SVC) in Q2 2025, closing a stake of 4,088 shares — an estimated $53.4K sold.

CCG Wealth Management first reported a position in SVC in Q1 2025 and held it in 1 quarter. The position peaked at $53.4K in Q1 2025. 200 funds tracked by Wall St. Rank hold SVC as of Q2 2025.

  • CCG Wealth Management reported no remaining Service Properties Trust position as of Q2 2025 after selling out during the quarter.
  • CCG Wealth Management sold 4,088 Service Properties Trust shares in Q2 2025, an estimated $53.4K.
  • CCG Wealth Management first reported a position in Service Properties Trust in Q1 2025 and held it in 1 quarter.
  • CCG Wealth Management's Service Properties Trust position peaked at $53.4K in Q1 2025.
  • 200 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2025.

Based on CCG Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.