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Abundance Wealth Counselors’s Starwood Property Trust STWD Stock Holding History

Abundance Wealth Counselors’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
-3,010
Closed -$74K – 303
2021
Q1 		$74K Buy
+3,010
New +$65.2K 0.02% 142

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CCMLC
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Abundance Wealth Counselors's STWD Position: Q2 2021 in Review

Abundance Wealth Counselors sold out of Starwood Property Trust (STWD) in Q2 2021, closing a stake of 3,010 shares — an estimated $74K sold.

Abundance Wealth Counselors first reported a position in STWD in Q1 2021 and held it in 1 quarter. The position peaked at $74K in Q1 2021. 416 funds tracked by Wall St. Rank hold STWD as of Q2 2021.

  • Abundance Wealth Counselors reported no remaining Starwood Property Trust position as of Q2 2021 after selling out during the quarter.
  • Abundance Wealth Counselors sold 3,010 Starwood Property Trust shares in Q2 2021, an estimated $74K.
  • Abundance Wealth Counselors first reported a position in Starwood Property Trust in Q1 2021 and held it in 1 quarter.
  • Abundance Wealth Counselors's Starwood Property Trust position peaked at $74K in Q1 2021.
  • 416 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2021.

Based on Abundance Wealth Counselors's 13F filing for Q2 2021, filed 21 Jul 2021.