PFS
SVC

Prospera Financial Services’s Service Properties Trust SVC Stock Holding History

Prospera Financial Services’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
-185
Closed -$8K – 2503
2022
Q1 		$8K Buy
+185
New +$8.05K ﹤0.01% 2139
2020
Q4 		– Sell
-58
Closed -$2K – 1465
2020
Q3 		$2K Buy
+58
New +$2.21K ﹤0.01% 1491

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
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Prospera Financial Services's SVC Position: Q2 2022 in Review

Prospera Financial Services sold out of Service Properties Trust (SVC) in Q2 2022, closing a stake of 185 shares — an estimated $8K sold.

Prospera Financial Services first reported a position in SVC in Q3 2020 and held it in 2 quarters. The position peaked at $8K in Q1 2022. 236 funds tracked by Wall St. Rank hold SVC as of Q2 2022.

  • Prospera Financial Services reported no remaining Service Properties Trust position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 185 Service Properties Trust shares in Q2 2022, an estimated $8K.
  • Prospera Financial Services first reported a position in Service Properties Trust in Q3 2020 and held it in 2 quarters.
  • Prospera Financial Services's Service Properties Trust position peaked at $8K in Q1 2022.
  • 236 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.