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 $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return