TVWM
SVC

Tower View Wealth Management’s Service Properties Trust SVC Stock Holding History

Tower View Wealth Management’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
-200
Closed -$11K – 218
2021
Q3 		$11K Buy
+200
New +$11.4K 0.01% 172

Other funds holding SVC

BlackRock
BlackRock New York $5.72T 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
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tower View Wealth Management's SVC Position: Q4 2021 in Review

Tower View Wealth Management sold out of Service Properties Trust (SVC) in Q4 2021, closing a stake of 200 shares — an estimated $11K sold.

Tower View Wealth Management first reported a position in SVC in Q3 2021 and held it in 1 quarter. The position peaked at $11K in Q3 2021. 253 funds tracked by Wall St. Rank hold SVC as of Q4 2021.

  • Tower View Wealth Management reported no remaining Service Properties Trust position as of Q4 2021 after selling out during the quarter.
  • Tower View Wealth Management sold 200 Service Properties Trust shares in Q4 2021, an estimated $11K.
  • Tower View Wealth Management first reported a position in Service Properties Trust in Q3 2021 and held it in 1 quarter.
  • Tower View Wealth Management's Service Properties Trust position peaked at $11K in Q3 2021.
  • 253 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2021.

Based on Tower View Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.