LFA
SVC

LGT Financial Advisors’s Service Properties Trust SVC Stock Holding History

LGT Financial 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
Q3 		– Sell
-60
Closed -$1.54K – 782
2024
Q2 		$1.54K Hold
60
– – ﹤0.01% 738
2024
Q1 		$2.03K Hold
60
– – ﹤0.01% 749
2023
Q4 		$2.56K Hold
60
– – ﹤0.01% 773
2023
Q3 		$2.31K Buy
+60
New +$2.5K ﹤0.01% 809

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

LGT Financial Advisors's SVC Position: Q3 2024 in Review

LGT Financial Advisors sold out of Service Properties Trust (SVC) in Q3 2024, closing a stake of 60 shares — an estimated $1.54K sold.

LGT Financial Advisors first reported a position in SVC in Q3 2023 and held it in 4 quarters. The position peaked at $2.56K in Q4 2023. 245 funds tracked by Wall St. Rank hold SVC as of Q3 2024.

  • LGT Financial Advisors reported no remaining Service Properties Trust position as of Q3 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 60 Service Properties Trust shares in Q3 2024, an estimated $1.54K.
  • LGT Financial Advisors first reported a position in Service Properties Trust in Q3 2023 and held it in 4 quarters.
  • LGT Financial Advisors's Service Properties Trust position peaked at $2.56K in Q4 2023.
  • 245 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2024.

Based on LGT Financial Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.