AWM
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Accurate Wealth Management’s Starwood Property Trust STWD Stock Holding History

Accurate Wealth Management’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
2023
Q1 		– Sell
-477
Closed -$9.24K – 1294
2022
Q4 		$9.24K Buy
+477
New +$9.5K ﹤0.01% 884

Other funds holding STWD

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Accurate Wealth Management's STWD Position: Q1 2023 in Review

Accurate Wealth Management sold out of Starwood Property Trust (STWD) in Q1 2023, closing a stake of 477 shares — an estimated $9.24K sold.

Accurate Wealth Management first reported a position in STWD in Q4 2022 and held it in 1 quarter. The position peaked at $9.24K in Q4 2022. 455 funds tracked by Wall St. Rank hold STWD as of Q1 2023.

  • Accurate Wealth Management reported no remaining Starwood Property Trust position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 477 Starwood Property Trust shares in Q1 2023, an estimated $9.24K.
  • Accurate Wealth Management first reported a position in Starwood Property Trust in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Starwood Property Trust position peaked at $9.24K in Q4 2022.
  • 455 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.