Key Financial Inc’s Service Properties Trust SVC Stock Holding History

Key Financial Inc’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	-15	Closed	-$342	–	1401
2024 Q3	$342	Hold	15	–	–	﹤0.01%	1291
2024 Q2	$386	Hold	15	–	–	﹤0.01%	1269
2024 Q1	$508	Hold	15	–	–	﹤0.01%	1227
2023 Q4	$640	Hold	15	–	–	﹤0.01%	1214
2023 Q3	$577	Hold	15	–	–	﹤0.01%	1239
2023 Q2	$652	Hold	15	–	–	﹤0.01%	1279
2023 Q1	$747	Hold	15	–	–	﹤0.01%	1058
2022 Q4	$389	Hold	15	–	–	﹤0.01%	1112
2022 Q3	$0	Hold	15	–	–	﹤0.01%	1177
2022 Q2	$0	Sell	15 -25	-63%	-$863	﹤0.01%	1157
2022 Q1	$2K	Buy	40 +25	+167%	+$1.09K	﹤0.01%	947
2021 Q4	$1K	Hold	15	–	–	﹤0.01%	922
2021 Q3	$1K	Hold	15	–	–	﹤0.01%	887
2021 Q2	$1K	Hold	15	–	–	﹤0.01%	834
2021 Q1	$1K	Buy	+15	New	+$902	﹤0.01%	746

Other funds holding SVC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Key Financial Inc's SVC Position: Q4 2024 in Review

Key Financial Inc sold out of Service Properties Trust (SVC) in Q4 2024, closing a stake of 15 shares — an estimated $342 sold.

Key Financial Inc first reported a position in SVC in Q1 2021 and held it in 15 quarters. The position peaked at $2K in Q1 2022. 223 funds tracked by Wall St. Rank hold SVC as of Q4 2024.

Key Financial Inc reported no remaining Service Properties Trust position as of Q4 2024 after selling out during the quarter.
Key Financial Inc sold 15 Service Properties Trust shares in Q4 2024, an estimated $342.
Key Financial Inc first reported a position in Service Properties Trust in Q1 2021 and held it in 15 quarters.
Key Financial Inc's Service Properties Trust position peaked at $2K in Q1 2022.
223 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2024.

Based on Key Financial Inc's 13F filing for Q4 2024, filed 31 Jan 2025.