Sound View Wealth Advisors Group’s Service Properties Trust SVC Stock Holding History

Sound View Wealth Advisors Group’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 Q4	–	Sell	-2,650	Closed	-$105K	–	260
2020 Q3	$105K	Sell	2,650 -400	-13%	-$15.2K	0.03%	243
2020 Q2	$108K	Sell	3,050 -200	-6%	-$6.96K	0.03%	239
2020 Q1	$88K	Hold	3,250	–	–	0.03%	210
2019 Q4	$395K	Sell	3,250 -300	-8%	-$36.5K	0.11%	161
2019 Q3	$455K	Sell	3,550 -93	-3%	-$11.5K	0.14%	147
2019 Q2	$455K	Buy	+3,643	New	+$467K	0.13%	152

Other funds holding SVC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

1SP

140 Summer Partners New York $1.4B AUM 73.38% 1-Year Est. Return

Sound View Wealth Advisors Group's SVC Position: Q4 2020 in Review

Sound View Wealth Advisors Group sold out of Service Properties Trust (SVC) in Q4 2020, closing a stake of 2,650 shares — an estimated $105K sold.

Sound View Wealth Advisors Group first reported a position in SVC in Q2 2019 and held it in 6 quarters. The position peaked at $455K in Q3 2019. 288 funds tracked by Wall St. Rank hold SVC as of Q4 2020.

Sound View Wealth Advisors Group reported no remaining Service Properties Trust position as of Q4 2020 after selling out during the quarter.
Sound View Wealth Advisors Group sold 2,650 Service Properties Trust shares in Q4 2020, an estimated $105K.
Sound View Wealth Advisors Group first reported a position in Service Properties Trust in Q2 2019 and held it in 6 quarters.
Sound View Wealth Advisors Group's Service Properties Trust position peaked at $455K in Q3 2019.
288 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2020.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2020, filed 2 Feb 2021.