GWS
SVC

Glassman Wealth Services’s Service Properties Trust SVC Stock Holding History

Glassman Wealth Services’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
2022
Q1 		– Sell
-14
Closed -$1K – 1936
2021
Q4 		$1K Buy
14
+3
+27% +$153 ﹤0.01% 1505
2021
Q3 		$1K Buy
+11
New +$626 ﹤0.01% 1469
2020
Q1 		– Sell
-17
Closed -$2K – 1539
2019
Q4 		$2K Hold
17
– – ﹤0.01% 794
2019
Q3 		$2K Hold
17
– – ﹤0.01% 737
2019
Q2 		$2K Buy
17
+1
+6% +$128 ﹤0.01% 752
2019
Q1 		$2K Buy
16
+14
+700% +$1.85K ﹤0.01% 722
2018
Q4 		$0 Hold
2
– – ﹤0.01% 975
2018
Q3 		$0 Hold
2
– – ﹤0.01% 956
2018
Q2 		$0 Hold
2
– – ﹤0.01% 952
2018
Q1 		$0 Buy
+2
New +$269 ﹤0.01% 915

Other funds holding SVC

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
1SP
140 Summer Partners New York $1.13B AUM 47.44% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $300M AUM 86.47% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return