Certified Advisory Corp’s Service Properties Trust SVC Stock Holding History

Certified Advisory Corp’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
2021 Q2	–	Sell	-55	Closed	-$3K	–	664
2021 Q1	$3K	Buy	+55	New	+$3.31K	﹤0.01%	719
2020 Q2	$2K	Hold	55	–	–	﹤0.01%	709
2020 Q1	$1K	Buy	55 +2	+4%	+$179	﹤0.01%	748
2019 Q4	$6K	Buy	53 +1	+2%	+$122	﹤0.01%	651
2019 Q3	$7K	Buy	52 +1	+2%	+$124	﹤0.01%	645
2019 Q2	$6K	Buy	51 +1	+2%	+$128	﹤0.01%	661
2019 Q1	$7K	Buy	50 +1	+2%	+$132	﹤0.01%	598
2018 Q4	$6K	Buy	49 +1	+2%	+$131	﹤0.01%	608
2018 Q3	$7K	Buy	48 +1	+2%	+$143	﹤0.01%	624
2018 Q2	$7K	Buy	47 +1	+2%	+$135	﹤0.01%	596
2018 Q1	$5K	Buy	46 +1	+2%	+$135	﹤0.01%	606
2017 Q4	$6K	Buy	+45	New	+$6.61K	﹤0.01%	551

Other funds holding SVC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

RCM

Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Certified Advisory Corp's SVC Position: Q2 2021 in Review

Certified Advisory Corp sold out of Service Properties Trust (SVC) in Q2 2021, closing a stake of 55 shares — an estimated $3K sold.

Certified Advisory Corp first reported a position in SVC in Q4 2017 and held it in 12 quarters. The position peaked at $7K in Q3 2019. 258 funds tracked by Wall St. Rank hold SVC as of Q2 2021.

Certified Advisory Corp reported no remaining Service Properties Trust position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 55 Service Properties Trust shares in Q2 2021, an estimated $3K.
Certified Advisory Corp first reported a position in Service Properties Trust in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's Service Properties Trust position peaked at $7K in Q3 2019.
258 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.