FMP
SVC

Financial Management Professionals’s Service Properties Trust SVC Stock Holding History

Financial Management Professionals’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
2023
Q2 		– Sell
-599
Closed -$30K – 1101
2023
Q1 		$30K Buy
+599
New +$27.7K 0.01% 342
2022
Q4 		– Sell
-846
Closed -$22K – 1070
2022
Q3 		$22K Buy
+846
New +$28.1K 0.01% 335

Other funds holding SVC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Financial Management Professionals's SVC Position: Q2 2023 in Review

Financial Management Professionals sold out of Service Properties Trust (SVC) in Q2 2023, closing a stake of 599 shares — an estimated $30K sold.

Financial Management Professionals first reported a position in SVC in Q3 2022 and held it in 2 quarters. The position peaked at $30K in Q1 2023. 246 funds tracked by Wall St. Rank hold SVC as of Q2 2023.

  • Financial Management Professionals reported no remaining Service Properties Trust position as of Q2 2023 after selling out during the quarter.
  • Financial Management Professionals sold 599 Service Properties Trust shares in Q2 2023, an estimated $30K.
  • Financial Management Professionals first reported a position in Service Properties Trust in Q3 2022 and held it in 2 quarters.
  • Financial Management Professionals's Service Properties Trust position peaked at $30K in Q1 2023.
  • 246 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2023.

Based on Financial Management Professionals's 13F filing for Q2 2023, filed 10 Jul 2023.