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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

1SP

140 Summer Partners New York $1.4B AUM 73.38% 1-Year Est. Return

FFL

Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

Glassman Wealth Services's SVC Position: Q1 2022 in Review

Glassman Wealth Services sold out of Service Properties Trust (SVC) in Q1 2022, closing a stake of 14 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in SVC in Q1 2018 and held it in 10 quarters. The position peaked at $2K in Q4 2019. 254 funds tracked by Wall St. Rank hold SVC as of Q1 2022.

Glassman Wealth Services reported no remaining Service Properties Trust position as of Q1 2022 after selling out during the quarter.
Glassman Wealth Services sold 14 Service Properties Trust shares in Q1 2022, an estimated $1K.
Glassman Wealth Services first reported a position in Service Properties Trust in Q1 2018 and held it in 10 quarters.
Glassman Wealth Services's Service Properties Trust position peaked at $2K in Q4 2019.
254 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2022.

Based on Glassman Wealth Services's 13F filing for Q1 2022, filed 14 Apr 2022.