180 Wealth Advisors’s Starwood Property Trust STWD Stock Holding History

180 Wealth Advisors’s Portfolio STWD Stock Details STWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-9,000	Closed	-$224K	–	384
2021 Q1	$224K	Buy	+9,000	New	+$195K	0.06%	316

Other funds holding STWD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

180 Wealth Advisors's STWD Position: Q2 2021 in Review

180 Wealth Advisors sold out of Starwood Property Trust (STWD) in Q2 2021, closing a stake of 9,000 shares — an estimated $224K sold.

180 Wealth Advisors first reported a position in STWD in Q1 2021 and held it in 1 quarter. The position peaked at $224K in Q1 2021. 416 funds tracked by Wall St. Rank hold STWD as of Q2 2021.

180 Wealth Advisors reported no remaining Starwood Property Trust position as of Q2 2021 after selling out during the quarter.
180 Wealth Advisors sold 9,000 Starwood Property Trust shares in Q2 2021, an estimated $224K.
180 Wealth Advisors first reported a position in Starwood Property Trust in Q1 2021 and held it in 1 quarter.
180 Wealth Advisors's Starwood Property Trust position peaked at $224K in Q1 2021.
416 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2021.

Based on 180 Wealth Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.