SWA
SVC

Sutton Wealth Advisors’s Service Properties Trust SVC Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-734
Closed -$26.8K – 1476
2022
Q4 		$26.8K Hold
734
– – 0.01% 584
2022
Q3 		$19.1K Buy
734
+382
+109% +$12.7K 0.01% 679
2022
Q2 		$9.2K Buy
352
+344
+4,300% +$11.9K ﹤0.01% 924
2022
Q1 		$353 Hold
8
– – ﹤0.01% 1527
2021
Q4 		$352 Sell
8
-424
-98% -$21.6K ﹤0.01% 1582
2021
Q3 		$24.2K Buy
432
+12
+3% +$683 0.01% 637
2021
Q2 		$26.4K Buy
+420
New +$26.1K 0.01% 618
2019
Q3 		– Sell
-4
Closed -$525 – 1218
2019
Q2 		$525 Sell
4
-6
-60% -$770 ﹤0.01% 1138
2019
Q1 		$1.34K Buy
+10
New +$1.32K ﹤0.01% 1091

Other funds holding SVC

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return