MFT
SVC

Moisand Fitzgerald Tamayo’s Service Properties Trust SVC Stock Holding History

Moisand Fitzgerald Tamayo’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
Q1 		– Sell
-5
Closed -$228 – 648
2023
Q4 		$228 Sell
5
-21
-81% -$794 ﹤0.01% 625
2023
Q3 		$984 Sell
26
-15
-37% -$624 ﹤0.01% 660
2023
Q2 		$1.79K Hold
41
– – ﹤0.01% 562
2023
Q1 		$2.05K Hold
41
– – ﹤0.01% 554
2022
Q4 		$1.5K Buy
41
+20
+95% +$734 ﹤0.01% 608
2022
Q3 		$1K Buy
+21
New +$696 ﹤0.01% 657

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 $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Moisand Fitzgerald Tamayo's SVC Position: Q1 2024 in Review

Moisand Fitzgerald Tamayo sold out of Service Properties Trust (SVC) in Q1 2024, closing a stake of 5 shares — an estimated $228 sold.

Moisand Fitzgerald Tamayo first reported a position in SVC in Q3 2022 and held it in 6 quarters. The position peaked at $2.05K in Q1 2023. 241 funds tracked by Wall St. Rank hold SVC as of Q1 2024.

  • Moisand Fitzgerald Tamayo reported no remaining Service Properties Trust position as of Q1 2024 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 5 Service Properties Trust shares in Q1 2024, an estimated $228.
  • Moisand Fitzgerald Tamayo first reported a position in Service Properties Trust in Q3 2022 and held it in 6 quarters.
  • Moisand Fitzgerald Tamayo's Service Properties Trust position peaked at $2.05K in Q1 2023.
  • 241 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2024, filed 16 Apr 2024.