SAM
SVC

Smith Asset Management’s Service Properties Trust SVC Stock Holding History

Smith Asset 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
2026
Q2 		$30.1K Sell
3,560
-20
-0.6% -$157 0.02% 70
2026
Q1 		$24.3K Sell
3,580
-70
-2% -$728 0.02% 70
2025
Q4 		$33.6K Sell
3,650
-25
-0.7% -$251 0.03% 70
2025
Q3 		$49.8K Sell
3,675
-90
-2% -$1.22K 0.04% 66
2025
Q2 		$45K Hold
3,765
– – 0.04% 69
2025
Q1 		$49.1K Hold
3,765
– – 0.05% 65
2024
Q4 		$47.8K Buy
+3,765
New +$60.8K 0.05% 65

Other funds holding SVC

BA
Baugh & Associates Atlanta, Georgia $226M AUM 41.8% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return