VFA
SVC

Valeo Financial Advisors’s Service Properties Trust SVC Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-2
Closed – – 1666
2021
Q1 		$0 Hold
2
– – ﹤0.01% 2180
2020
Q4 		$0 Hold
2
– – ﹤0.01% 1838
2020
Q3 		$0 Hold
2
– – ﹤0.01% 2096
2020
Q2 		$0 Sell
2
-40
-95% -$1.39K ﹤0.01% 2153
2020
Q1 		$1K Buy
42
+2
+5% +$179 ﹤0.01% 1715
2019
Q4 		$5K Hold
40
– – ﹤0.01% 1299
2019
Q3 		$5K Hold
40
– – ﹤0.01% 1213
2019
Q2 		$5K Buy
+40
New +$5.13K ﹤0.01% 1227

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 $3.38T AUM 44.17% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Valeo Financial Advisors's SVC Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Service Properties Trust (SVC) in Q2 2021, closing a stake of 2 shares.

Valeo Financial Advisors first reported a position in SVC in Q2 2019 and held it in 8 quarters. The position peaked at $5K in Q4 2019. 258 funds tracked by Wall St. Rank hold SVC as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Service Properties Trust position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 2 Service Properties Trust shares in Q2 2021.
  • Valeo Financial Advisors first reported a position in Service Properties Trust in Q2 2019 and held it in 8 quarters.
  • Valeo Financial Advisors's Service Properties Trust position peaked at $5K in Q4 2019.
  • 258 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.