TWM
SVC

Tradition Wealth Management’s Service Properties Trust SVC Stock Holding History

Tradition 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
Q1 		– Sell
-750
Closed -$43K – 1005
2020
Q4 		$43K Buy
+750
New +$38.1K 0.01% 439

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
RCM
Redwood Capital Management New York $927M AUM 153.64% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

Tradition Wealth Management's SVC Position: Q1 2021 in Review

Tradition Wealth Management sold out of Service Properties Trust (SVC) in Q1 2021, closing a stake of 750 shares — an estimated $43K sold.

Tradition Wealth Management first reported a position in SVC in Q4 2020 and held it in 1 quarter. The position peaked at $43K in Q4 2020. 276 funds tracked by Wall St. Rank hold SVC as of Q1 2021.

  • Tradition Wealth Management reported no remaining Service Properties Trust position as of Q1 2021 after selling out during the quarter.
  • Tradition Wealth Management sold 750 Service Properties Trust shares in Q1 2021, an estimated $43K.
  • Tradition Wealth Management first reported a position in Service Properties Trust in Q4 2020 and held it in 1 quarter.
  • Tradition Wealth Management's Service Properties Trust position peaked at $43K in Q4 2020.
  • 276 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2021.

Based on Tradition Wealth Management's 13F filing for Q1 2021, filed 14 May 2021.