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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

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 Chicago, Illinois $55.1B AUM 45.38% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's SVC Position: Q2 2022 in Review

Laird Norton Wetherby Wealth Management sold out of Service Properties Trust (SVC) in Q2 2022, closing a stake of 2,375 shares — an estimated $105K sold.

Laird Norton Wetherby Wealth Management first reported a position in SVC in Q1 2020 and held it in 9 quarters. The position peaked at $174K in Q4 2020. 236 funds tracked by Wall St. Rank hold SVC as of Q2 2022.

Laird Norton Wetherby Wealth Management reported no remaining Service Properties Trust position as of Q2 2022 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 2,375 Service Properties Trust shares in Q2 2022, an estimated $105K.
Laird Norton Wetherby Wealth Management first reported a position in Service Properties Trust in Q1 2020 and held it in 9 quarters.
Laird Norton Wetherby Wealth Management's Service Properties Trust position peaked at $174K in Q4 2020.
236 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.