SPC
SVC

Sigma Planning Corp’s Service Properties Trust SVC Stock Holding History

Sigma Planning Corp’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
-5,580
Closed -$143K – 1274
2024
Q2 		$143K Buy
5,580
+109
+2% +$3.13K ﹤0.01% 1117
2024
Q1 		$185K Buy
+5,471
New +$203K 0.01% 1144
2023
Q4 		– Sell
-6,702
Closed -$258K – 1138
2023
Q3 		$258K Buy
6,702
+300
+5% +$12.5K 0.01% 988
2023
Q2 		$278K Hold
6,402
– – 0.01% 969
2023
Q1 		$319K Buy
+6,402
New +$296K 0.01% 980

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

Sigma Planning Corp's SVC Position: Q3 2024 in Review

Sigma Planning Corp sold out of Service Properties Trust (SVC) in Q3 2024, closing a stake of 5,580 shares — an estimated $143K sold.

Sigma Planning Corp first reported a position in SVC in Q1 2023 and held it in 5 quarters. The position peaked at $319K in Q1 2023. 245 funds tracked by Wall St. Rank hold SVC as of Q3 2024.

  • Sigma Planning Corp reported no remaining Service Properties Trust position as of Q3 2024 after selling out during the quarter.
  • Sigma Planning Corp sold 5,580 Service Properties Trust shares in Q3 2024, an estimated $143K.
  • Sigma Planning Corp first reported a position in Service Properties Trust in Q1 2023 and held it in 5 quarters.
  • Sigma Planning Corp's Service Properties Trust position peaked at $319K in Q1 2023.
  • 245 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2024.

Based on Sigma Planning Corp's 13F filing for Q3 2024, filed 4 Nov 2024.