SFS
SVC

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

Sowell 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
2021
Q2 		– Sell
-99
Closed -$6K – 2451
2021
Q1 		$6K Sell
99
-93
-48% -$5.59K ﹤0.01% 2549
2020
Q4 		$11K Buy
192
+173
+911% +$8.79K ﹤0.01% 1978
2020
Q3 		$1K Hold
19
– – ﹤0.01% 2428
2020
Q2 		$1K Hold
19
– – ﹤0.01% 2367
2020
Q1 		$1K Buy
19
+16
+533% +$1.44K ﹤0.01% 2317
2019
Q4 		$0 Sell
3
-1
-25% -$122 ﹤0.01% 2652
2019
Q3 		$0 Buy
+4
New +$495 ﹤0.01% 2456

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
RCM
Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Sowell Financial Services's SVC Position: Q2 2021 in Review

Sowell Financial Services sold out of Service Properties Trust (SVC) in Q2 2021, closing a stake of 99 shares — an estimated $6K sold.

Sowell Financial Services first reported a position in SVC in Q3 2019 and held it in 7 quarters. The position peaked at $11K in Q4 2020. 258 funds tracked by Wall St. Rank hold SVC as of Q2 2021.

  • Sowell Financial Services reported no remaining Service Properties Trust position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 99 Service Properties Trust shares in Q2 2021, an estimated $6K.
  • Sowell Financial Services first reported a position in Service Properties Trust in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Service Properties Trust position peaked at $11K in Q4 2020.
  • 258 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.