WFA
SVC

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

Wipfli 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
2022
Q3 		$9K Buy
+350
New +$11.6K ﹤0.01% 1893

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
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
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wipfli Financial Advisors's SVC Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Service Properties Trust (SVC) in Q3 2022: 350 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #1893 among its holdings.

233 funds tracked by Wall St. Rank hold SVC as of Q3 2022.

  • Wipfli Financial Advisors held 350 shares of Service Properties Trust worth $9K as of Q3 2022.
  • Service Properties Trust was a new Wipfli Financial Advisors position in Q3 2022.
  • Service Properties Trust made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1893 holding.
  • 233 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.