Summit Wealth Group’s Service Properties Trust SVC Stock Holding History

Summit Wealth 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
2021 Q3	–	Sell	-2	Closed	–	–	192
2021 Q2	$0	Hold	2	–	–	﹤0.01%	209
2021 Q1	$0	Buy	+2	New	+$120	﹤0.01%	210

Other funds holding SVC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

1SP

140 Summer Partners New York $1.64B AUM 47.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Summit Wealth Group's SVC Position: Q3 2021 in Review

Summit Wealth Group sold out of Service Properties Trust (SVC) in Q3 2021, closing a stake of 2 shares.

Summit Wealth Group first reported a position in SVC in Q1 2021 and held it in 2 quarters. The position peaked at $0 in Q2 2021. 253 funds tracked by Wall St. Rank hold SVC as of Q3 2021.

Summit Wealth Group reported no remaining Service Properties Trust position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 2 Service Properties Trust shares in Q3 2021.
Summit Wealth Group first reported a position in Service Properties Trust in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's Service Properties Trust position peaked at $0 in Q2 2021.
253 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.