Investment Research & Advisory Group’s Service Properties Trust SVC Stock Holding History

Investment Research & Advisory Group’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 Q3	–	Sell	-160	Closed	-$4K	–	179
2022 Q2	$4K	Hold	160	–	–	﹤0.01%	166
2022 Q1	$7K	Hold	160	–	–	﹤0.01%	166
2021 Q4	$7K	Hold	160	–	–	﹤0.01%	172
2021 Q3	$9K	Hold	160	–	–	0.01%	133
2021 Q2	$10K	Hold	160	–	–	0.01%	135
2021 Q1	$9K	Hold	160	–	–	0.01%	126
2020 Q4	$9K	Hold	160	–	–	0.01%	129
2020 Q3	$6K	Hold	160	–	–	0.01%	135
2020 Q2	$6K	Hold	160	–	–	0.01%	135
2020 Q1	$4K	Hold	160	–	–	﹤0.01%	138
2019 Q4	$19K	Buy	+160	New	+$19.5K	0.02%	134

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 $3.38T AUM 44.17% 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

FFL

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

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

Investment Research & Advisory Group's SVC Position: Q3 2022 in Review

Investment Research & Advisory Group sold out of Service Properties Trust (SVC) in Q3 2022, closing a stake of 160 shares — an estimated $4K sold.

Investment Research & Advisory Group first reported a position in SVC in Q4 2019 and held it in 11 quarters. The position peaked at $19K in Q4 2019. 233 funds tracked by Wall St. Rank hold SVC as of Q3 2022.

Investment Research & Advisory Group reported no remaining Service Properties Trust position as of Q3 2022 after selling out during the quarter.
Investment Research & Advisory Group sold 160 Service Properties Trust shares in Q3 2022, an estimated $4K.
Investment Research & Advisory Group first reported a position in Service Properties Trust in Q4 2019 and held it in 11 quarters.
Investment Research & Advisory Group's Service Properties Trust position peaked at $19K in Q4 2019.
233 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2022.

Based on Investment Research & Advisory Group's 13F filing for Q3 2022, filed 18 Oct 2022.