FMWA
SVC

Forvis Mazars Wealth Advisors’s Service Properties Trust SVC Stock Holding History

Forvis Mazars Wealth Advisors’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
2020
Q2 		– Sell
-2,561
Closed -$69K – 316
2020
Q1 		$69K Buy
+2,561
New +$230K 0.01% 279

Other funds holding SVC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Forvis Mazars Wealth Advisors's SVC Position: Q2 2020 in Review

Forvis Mazars Wealth Advisors sold out of Service Properties Trust (SVC) in Q2 2020, closing a stake of 2,561 shares — an estimated $69K sold.

Forvis Mazars Wealth Advisors first reported a position in SVC in Q1 2020 and held it in 1 quarter. The position peaked at $69K in Q1 2020. 303 funds tracked by Wall St. Rank hold SVC as of Q2 2020.

  • Forvis Mazars Wealth Advisors reported no remaining Service Properties Trust position as of Q2 2020 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 2,561 Service Properties Trust shares in Q2 2020, an estimated $69K.
  • Forvis Mazars Wealth Advisors first reported a position in Service Properties Trust in Q1 2020 and held it in 1 quarter.
  • Forvis Mazars Wealth Advisors's Service Properties Trust position peaked at $69K in Q1 2020.
  • 303 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2020.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2020, filed 15 Jul 2020.