HWA
SVC

Heritage Wealth Advisors’s Service Properties Trust SVC Stock Holding History

Heritage 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
2024
Q1 		– Sell
-2,050
Closed -$87.5K – 571
2023
Q4 		$87.5K Buy
+2,050
New +$77.5K ﹤0.01% 282

Other funds holding SVC

BlackRock
BlackRock New York $5.72T 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Heritage Wealth Advisors's SVC Position: Q1 2024 in Review

Heritage Wealth Advisors sold out of Service Properties Trust (SVC) in Q1 2024, closing a stake of 2,050 shares — an estimated $87.5K sold.

Heritage Wealth Advisors first reported a position in SVC in Q4 2023 and held it in 1 quarter. The position peaked at $87.5K in Q4 2023. 242 funds tracked by Wall St. Rank hold SVC as of Q1 2024.

  • Heritage Wealth Advisors reported no remaining Service Properties Trust position as of Q1 2024 after selling out during the quarter.
  • Heritage Wealth Advisors sold 2,050 Service Properties Trust shares in Q1 2024, an estimated $87.5K.
  • Heritage Wealth Advisors first reported a position in Service Properties Trust in Q4 2023 and held it in 1 quarter.
  • Heritage Wealth Advisors's Service Properties Trust position peaked at $87.5K in Q4 2023.
  • 242 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2024.

Based on Heritage Wealth Advisors's 13F filing for Q1 2024, filed 8 May 2024.