JPWM
SVC

Jamison Private Wealth Management’s Service Properties Trust SVC Stock Holding History

Jamison Private 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
2024
Q4 		– Sell
-187
Closed -$4.25K – 434
2024
Q3 		$4.25K Hold
187
– – ﹤0.01% 387
2024
Q2 		$4.8K Hold
187
– – ﹤0.01% 353
2024
Q1 		$6.33K Hold
187
– – ﹤0.01% 344
2023
Q4 		$7.97K Buy
+187
New +$7.07K ﹤0.01% 318

Other funds holding SVC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Jamison Private Wealth Management's SVC Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Service Properties Trust (SVC) in Q4 2024, closing a stake of 187 shares — an estimated $4.25K sold.

Jamison Private Wealth Management first reported a position in SVC in Q4 2023 and held it in 4 quarters. The position peaked at $7.97K in Q4 2023. 223 funds tracked by Wall St. Rank hold SVC as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Service Properties Trust position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 187 Service Properties Trust shares in Q4 2024, an estimated $4.25K.
  • Jamison Private Wealth Management first reported a position in Service Properties Trust in Q4 2023 and held it in 4 quarters.
  • Jamison Private Wealth Management's Service Properties Trust position peaked at $7.97K in Q4 2023.
  • 223 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.