JWM
SVC

Janiczek Wealth Management’s Service Properties Trust SVC Stock Holding History

Janiczek 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
2022
Q2 		– Sell
-57
Closed -$2K – 1064
2022
Q1 		$2K Sell
57
-40
-41% -$1.74K ﹤0.01% 790
2021
Q4 		$4K Sell
97
-27
-22% -$1.38K ﹤0.01% 757
2021
Q3 		$7K Hold
124
– – ﹤0.01% 640
2021
Q2 		$8K Hold
124
– – ﹤0.01% 592
2021
Q1 		$7K Hold
124
– – ﹤0.01% 597
2020
Q4 		$7K Buy
124
+55
+80% +$2.79K ﹤0.01% 535
2020
Q3 		$3K Buy
+69
New +$2.63K ﹤0.01% 470

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
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 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
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Janiczek Wealth Management's SVC Position: Q2 2022 in Review

Janiczek Wealth Management sold out of Service Properties Trust (SVC) in Q2 2022, closing a stake of 57 shares — an estimated $2K sold.

Janiczek Wealth Management first reported a position in SVC in Q3 2020 and held it in 7 quarters. The position peaked at $8K in Q2 2021. 236 funds tracked by Wall St. Rank hold SVC as of Q2 2022.

  • Janiczek Wealth Management reported no remaining Service Properties Trust position as of Q2 2022 after selling out during the quarter.
  • Janiczek Wealth Management sold 57 Service Properties Trust shares in Q2 2022, an estimated $2K.
  • Janiczek Wealth Management first reported a position in Service Properties Trust in Q3 2020 and held it in 7 quarters.
  • Janiczek Wealth Management's Service Properties Trust position peaked at $8K in Q2 2021.
  • 236 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2022.

Based on Janiczek Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.