TD Private Client Wealth’s Service Properties Trust SVC Stock Holding History

TD Private Client Wealth’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 Q4	–	Sell	-13	Closed	-$729	–	1276
2021 Q3	$729	Hold	13	–	–	﹤0.01%	1136
2021 Q2	$819	Hold	13	–	–	﹤0.01%	1133
2021 Q1	$771	Hold	13	–	–	﹤0.01%	1095
2020 Q4	$747	Hold	13	–	–	﹤0.01%	1051
2020 Q3	$517	Sell	13 -9	-41%	-$343	﹤0.01%	1033
2020 Q2	$773	Buy	22 +13	+144%	+$453	﹤0.01%	980
2020 Q1	$238	Sell	9 -6	-40%	-$538	﹤0.01%	1034
2019 Q4	$1.85K	Buy	+15	New	+$1.83K	﹤0.01%	916

Other funds holding SVC

BlackRock New York $5.7T 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

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

Flat Footed LLC Wilson, Wyoming $300M AUM 86.47% 1-Year Est. Return

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

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return

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