IWP
SVC

IAG Wealth Partners’s Service Properties Trust SVC Stock Holding History

IAG Wealth Partners’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
Q3 		– Sell
-8
Closed -$1K – 426
2020
Q2 		$1K Hold
8
– – ﹤0.01% 408
2020
Q1 		$1K Hold
8
– – ﹤0.01% 405
2019
Q4 		$1K Buy
+8
New +$974 ﹤0.01% 425

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 $3.37T AUM 44.26% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

IAG Wealth Partners's SVC Position: Q3 2020 in Review

IAG Wealth Partners sold out of Service Properties Trust (SVC) in Q3 2020, closing a stake of 8 shares — an estimated $1K sold.

IAG Wealth Partners first reported a position in SVC in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2020. 281 funds tracked by Wall St. Rank hold SVC as of Q3 2020.

  • IAG Wealth Partners reported no remaining Service Properties Trust position as of Q3 2020 after selling out during the quarter.
  • IAG Wealth Partners sold 8 Service Properties Trust shares in Q3 2020, an estimated $1K.
  • IAG Wealth Partners first reported a position in Service Properties Trust in Q4 2019 and held it in 3 quarters.
  • IAG Wealth Partners's Service Properties Trust position peaked at $1K in Q2 2020.
  • 281 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2020.

Based on IAG Wealth Partners's 13F filing for Q3 2020, filed 11 Feb 2021.