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 – 623
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 $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return