WQ
SVC

Wealth Quarterback’s Service Properties Trust SVC Stock Holding History

Wealth Quarterback’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
Q3 		$4K Hold
70
– – ﹤0.01% 635
2021
Q2 		$5K Buy
+70
New +$4.34K ﹤0.01% 616
2020
Q2 		– Sell
-408
Closed -$10.5K – 680
2020
Q1 		$10.5K Sell
408
-134
-25% -$12K 0.01% 461
2019
Q4 		$65.9K Buy
+542
New +$66K 0.06% 209

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
1SP
140 Summer Partners New York $1.64B AUM 47.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Wealth Quarterback's SVC Position: Q3 2021 in Review

Wealth Quarterback held its Service Properties Trust (SVC) position steady in Q3 2021 at 70 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

Wealth Quarterback first reported a position in SVC in Q4 2019 and has held it in 4 quarters since. The position peaked at $65.9K in Q4 2019. 253 funds tracked by Wall St. Rank hold SVC as of Q3 2021.

  • Wealth Quarterback held 70 shares of Service Properties Trust worth $4K as of Q3 2021.
  • Wealth Quarterback left its Service Properties Trust share count unchanged in Q3 2021.
  • Service Properties Trust made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #635 holding.
  • Wealth Quarterback first reported a position in Service Properties Trust in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Service Properties Trust position peaked at $65.9K in Q4 2019.
  • 253 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.