JWA
SVC

JFS Wealth Advisors’s Service Properties Trust SVC Stock Holding History

JFS Wealth Advisors’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
Q2 		– Hold
0
– -$7 – 2045
2024
Q1 		– Sell
-178
Closed -$6.6K – 2005
2023
Q4 		$7.62K Buy
+178
New +$6.73K ﹤0.01% 881
2021
Q1 		– Sell
-160
Closed -$9K – 622
2020
Q4 		$9K Hold
160
– – ﹤0.01% 429
2020
Q3 		$6K Hold
160
– – ﹤0.01% 433
2020
Q2 		$6K Hold
160
– – ﹤0.01% 424
2020
Q1 		$4K Hold
160
– – ﹤0.01% 407
2019
Q4 		$19K Buy
160
+60
+60% +$7.31K ﹤0.01% 311
2019
Q3 		$13K Buy
+100
New +$12.4K ﹤0.01% 350

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFS Wealth Advisors's SVC Position: Q2 2024 in Review

JFS Wealth Advisors held its Service Properties Trust (SVC) position steady in Q2 2024 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2045.

JFS Wealth Advisors first reported a position in SVC in Q3 2019 and has held it in 7 quarters since. The position peaked at $19K in Q4 2019. 234 funds tracked by Wall St. Rank hold SVC as of Q2 2024.

  • JFS Wealth Advisors held 0 shares of Service Properties Trust worth $0 as of Q2 2024.
  • JFS Wealth Advisors left its Service Properties Trust share count unchanged in Q2 2024.
  • Service Properties Trust made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2024, its #2045 holding.
  • JFS Wealth Advisors first reported a position in Service Properties Trust in Q3 2019 and has held it in 7 quarters since.
  • JFS Wealth Advisors's Service Properties Trust position peaked at $19K in Q4 2019.
  • 234 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2024.

Based on JFS Wealth Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.