Corient Private Wealth
SVC

Corient Private Wealth’s Service Properties Trust SVC Stock Holding History

Corient 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
2025
Q2 		– Sell
-2,958
Closed -$38.6K – 2531
2025
Q1 		$38.6K Sell
2,958
-235
-7% -$3.18K ﹤0.01% 2238
2024
Q4 		$40.5K Buy
+3,193
New +$51.6K ﹤0.01% 2290
2024
Q1 		– Sell
-2,379
Closed -$102K – 2362
2023
Q4 		$102K Hold
2,379
– – ﹤0.01% 2155
2023
Q3 		$91.5K Sell
2,379
-1,000
-30% -$41.6K ﹤0.01% 2031
2023
Q2 		$147K Buy
3,379
+65
+2% +$2.85K ﹤0.01% 1934
2023
Q1 		$165K Buy
+3,314
New +$153K ﹤0.01% 1825

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NCM
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CM
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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
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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