LNWWM
SVC

Laird Norton Wetherby Wealth Management’s Service Properties Trust SVC Stock Holding History

Laird Norton Wetherby 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
-2,375
Closed -$105K – 975
2022
Q1 		$105K Buy
2,375
+28
+1% +$1.22K 0.01% 898
2021
Q4 		$103K Sell
2,347
-353
-13% -$18K 0.01% 911
2021
Q3 		$151K Sell
2,700
-29
-1% -$1.65K 0.01% 889
2021
Q2 		$172K Sell
2,729
-131
-5% -$8.13K 0.01% 889
2021
Q1 		$170K Sell
2,860
-174
-6% -$10.5K 0.01% 753
2020
Q4 		$174K Buy
3,034
+145
+5% +$7.37K 0.01% 839
2020
Q3 		$115K Sell
2,889
-60
-2% -$2.29K 0.01% 689
2020
Q2 		$104K Buy
2,949
+904
+44% +$31.5K 0.01% 696
2020
Q1 		$55K Buy
+2,045
New +$183K 0.01% 663

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
FFL
Flat Footed LLC Wilson, Wyoming $300M AUM 86.47% 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
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return