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WAM
SVC
Wealthspire Advisors (Maryland)’s
Service Properties Trust
SVC
Stock Holding History
Wealthspire Advisors (Maryland)’s Portfolio
SVC Stock Details
SVC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-795
Closed
-$105K
–
1828
2019
Q1
$105K
Sell
795
-13
-2%
-$1.72K
0.01%
626
2018
Q4
$96K
Buy
808
+693
+603%
+$90.5K
0.01%
614
2018
Q3
$17K
Sell
115
-8
-7%
-$1.15K
﹤0.01%
1373
2018
Q2
$18K
Buy
123
+5
+4%
+$675
﹤0.01%
1356
2018
Q1
$15K
Sell
118
-44
-27%
-$5.92K
﹤0.01%
1411
2017
Q4
$24K
Buy
162
+67
+71%
+$9.84K
﹤0.01%
1271
2017
Q3
$13K
Sell
95
-3
-3%
-$423
﹤0.01%
1480
2017
Q2
$14K
Buy
98
+6
+7%
+$916
﹤0.01%
1406
2017
Q1
$14K
Sell
92
-8
-8%
-$1.25K
﹤0.01%
1209
2016
Q4
$16K
Buy
100
+33
+49%
+$4.79K
﹤0.01%
1089
2016
Q3
$16K
Hold
67
–
–
﹤0.01%
1127
2016
Q2
$16K
Sell
67
-2
-3%
-$264
﹤0.01%
1078
2016
Q1
$15K
Hold
69
–
–
﹤0.01%
1079
2015
Q4
$15K
Buy
+69
New
+$9.28K
﹤0.01%
1075
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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