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 $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FFL

Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TD Private Client Wealth's SVC Position: Q4 2021 in Review

TD Private Client Wealth sold out of Service Properties Trust (SVC) in Q4 2021, closing a stake of 13 shares — an estimated $729 sold.

TD Private Client Wealth first reported a position in SVC in Q4 2019 and held it in 8 quarters. The position peaked at $1.85K in Q4 2019. 252 funds tracked by Wall St. Rank hold SVC as of Q4 2021.

TD Private Client Wealth reported no remaining Service Properties Trust position as of Q4 2021 after selling out during the quarter.
TD Private Client Wealth sold 13 Service Properties Trust shares in Q4 2021, an estimated $729.
TD Private Client Wealth first reported a position in Service Properties Trust in Q4 2019 and held it in 8 quarters.
TD Private Client Wealth's Service Properties Trust position peaked at $1.85K in Q4 2019.
252 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2021.

Based on TD Private Client Wealth's 13F filing for Q4 2021, filed 16 Aug 2024.