HGWM
SVC

Harvest Group Wealth Management’s Service Properties Trust SVC Stock Holding History

Harvest Group Wealth Management’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
Q4 		– Sell
-6
Closed – – 845
2020
Q3 		$0 Hold
6
– – ﹤0.01% 812
2020
Q2 		$0 Buy
+6
New +$209 ﹤0.01% 822
2020
Q1 		– Sell
-11
Closed -$1K – 964
2019
Q4 		$1K Buy
+11
New +$1.34K ﹤0.01% 868
2019
Q3 		– Sell
-39
Closed -$4K – 1124
2019
Q2 		$4K Hold
39
– – 0.01% 408
2019
Q1 		$5K Buy
+39
New +$5.15K ﹤0.01% 396

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
RCM
Redwood Capital Management New York $927M AUM 153.64% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
1SP
140 Summer Partners New York $1.4B AUM 73.38% 1-Year Est. Return

Harvest Group Wealth Management's SVC Position: Q4 2020 in Review

Harvest Group Wealth Management sold out of Service Properties Trust (SVC) in Q4 2020, closing a stake of 6 shares.

Harvest Group Wealth Management first reported a position in SVC in Q1 2019 and held it in 5 quarters. The position peaked at $5K in Q1 2019. 288 funds tracked by Wall St. Rank hold SVC as of Q4 2020.

  • Harvest Group Wealth Management reported no remaining Service Properties Trust position as of Q4 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 6 Service Properties Trust shares in Q4 2020.
  • Harvest Group Wealth Management first reported a position in Service Properties Trust in Q1 2019 and held it in 5 quarters.
  • Harvest Group Wealth Management's Service Properties Trust position peaked at $5K in Q1 2019.
  • 288 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2020.

Based on Harvest Group Wealth Management's 13F filing for Q4 2020, filed 1 Feb 2021.