LWM
SVC

Liberty Wealth Management’s Service Properties Trust SVC Stock Holding History

Liberty 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
2020
Q3 		– Sell
-40
Closed -$1K – 950
2020
Q2 		$1K Buy
+40
New +$1.39K ﹤0.01% 815

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
RCM
Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Liberty Wealth Management's SVC Position: Q3 2020 in Review

Liberty Wealth Management sold out of Service Properties Trust (SVC) in Q3 2020, closing a stake of 40 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in SVC in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 281 funds tracked by Wall St. Rank hold SVC as of Q3 2020.

  • Liberty Wealth Management reported no remaining Service Properties Trust position as of Q3 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 40 Service Properties Trust shares in Q3 2020, an estimated $1K.
  • Liberty Wealth Management first reported a position in Service Properties Trust in Q2 2020 and held it in 1 quarter.
  • Liberty Wealth Management's Service Properties Trust position peaked at $1K in Q2 2020.
  • 281 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2020.

Based on Liberty Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.