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 – 1475
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 – 1217
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 $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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

Sutton Wealth Advisors's SVC Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Service Properties Trust (SVC) in Q1 2023, closing a stake of 734 shares — an estimated $26.8K sold.

Sutton Wealth Advisors first reported a position in SVC in Q1 2019 and held it in 9 quarters. The position peaked at $26.8K in Q4 2022. 250 funds tracked by Wall St. Rank hold SVC as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Service Properties Trust position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 734 Service Properties Trust shares in Q1 2023, an estimated $26.8K.
  • Sutton Wealth Advisors first reported a position in Service Properties Trust in Q1 2019 and held it in 9 quarters.
  • Sutton Wealth Advisors's Service Properties Trust position peaked at $26.8K in Q4 2022.
  • 250 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.