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IAA
SVC
Independent Advisor Alliance’s
Service Properties Trust
SVC
Stock Holding History
Independent Advisor Alliance’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
2023
Q1
–
Sell
-4,112
Closed
-$150
–
701
2022
Q4
$150
Sell
4,112
-2,503
-38%
-$91.8K
﹤0.01%
387
2022
Q3
$172K
Sell
6,615
-330
-5%
-$10.9K
0.01%
585
2022
Q2
$182K
Buy
6,945
+431
+7%
+$14.9K
0.01%
575
2022
Q1
$288K
Sell
6,514
-5,926
-48%
-$258K
0.01%
514
2021
Q4
$547K
Buy
12,440
+2,199
+21%
+$112K
0.03%
375
2021
Q3
$574K
Buy
10,241
+1,700
+20%
+$96.7K
0.03%
348
2021
Q2
$538K
Buy
8,541
+1,628
+24%
+$101K
0.03%
375
2021
Q1
$410K
Buy
6,913
+3,298
+91%
+$198K
0.02%
410
2020
Q4
$208K
Buy
3,615
+398
+12%
+$20.2K
0.01%
507
2020
Q3
$128K
Buy
3,217
+226
+8%
+$8.61K
0.01%
469
2020
Q2
$106K
Buy
+2,991
New
+$104K
0.01%
462
2020
Q1
–
Sell
-2,123
Closed
-$258K
–
807
2019
Q4
$258K
Buy
+2,123
New
+$259K
0.01%
735
2019
Q3
–
Sell
-2,401
Closed
-$300K
–
485
2019
Q2
$300K
Buy
2,401
+55
+2%
+$7.05K
0.04%
298
2019
Q1
$309K
Sell
2,346
-138
-6%
-$18.2K
0.04%
310
2018
Q4
$297K
Buy
2,484
+148
+6%
+$19.3K
0.05%
294
2018
Q3
$333K
Buy
2,336
+111
+5%
+$15.9K
0.07%
250
2018
Q2
$318K
Buy
2,225
+209
+10%
+$28.2K
0.08%
238
2018
Q1
$249K
Buy
2,016
+429
+27%
+$57.7K
0.06%
279
2017
Q4
$232K
Buy
+1,587
New
+$233K
0.05%
273
Other funds holding SVC
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
N
Nuveen
Charlotte, North Carolina
$369B AUM
31.66%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
CM
Capital Management
Glen Allen, Virginia
$585M AUM
5.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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