Advocacy Wealth Management Services’s Starwood Property Trust STWD Stock Holding History

Advocacy Wealth Management Services’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
2022 Q4	–	Sell	-1,500	Closed	-$29K	–	122
2022 Q3	$29K	Hold	1,500	–	–	﹤0.01%	63
2022 Q2	$31K	Hold	1,500	–	–	0.01%	65
2022 Q1	$37K	Hold	1,500	–	–	0.01%	63
2021 Q4	$36K	Hold	1,500	–	–	0.01%	66
2021 Q3	$37K	Hold	1,500	–	–	0.01%	65
2021 Q2	$39K	Hold	1,500	–	–	0.01%	73
2021 Q1	$37K	Hold	1,500	–	–	0.01%	69
2020 Q4	$29K	Hold	1,500	–	–	﹤0.01%	71
2020 Q3	$23K	Hold	1,500	–	–	﹤0.01%	76
2020 Q2	$22K	Hold	1,500	–	–	﹤0.01%	81
2020 Q1	$15K	Sell	1,500 -1,000	-40%	-$21.9K	﹤0.01%	87
2019 Q4	$62K	Hold	2,500	–	–	0.02%	49
2019 Q3	$61K	Hold	2,500	–	–	0.04%	42
2019 Q2	$57K	Hold	2,500	–	–	0.04%	40
2019 Q1	$56K	Hold	2,500	–	–	0.06%	35
2018 Q4	$49K	Hold	2,500	–	–	0.04%	37
2018 Q3	$54K	Hold	2,500	–	–	0.03%	36
2018 Q2	$54K	Hold	2,500	–	–	0.04%	35
2018 Q1	$52K	Hold	2,500	–	–	0.04%	38
2017 Q4	$53K	Sell	2,500 -2,500	-50%	-$54.2K	0.04%	43
2017 Q3	$110K	Buy	5,000 +2,500	+100%	+$55.1K	0.04%	35
2017 Q2	$56K	Hold	2,500	–	–	0.02%	73
2017 Q1	$56K	Buy	2,500 +1,000	+67%	+$22.6K	0.02%	71
2016 Q4	$33K	Hold	1,500	–	–	0.01%	103
2016 Q3	$34K	Hold	1,500	–	–	0.01%	147
2016 Q2	$31K	Hold	1,500	–	–	0.02%	186
2016 Q1	$28K	Sell	1,500 -1,000	-40%	-$18.5K	0.02%	246
2015 Q4	$51K	Buy	+2,500	New	+$51.4K	0.06%	165

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advocacy Wealth Management Services's STWD Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of Starwood Property Trust (STWD) in Q4 2022, closing a stake of 1,500 shares — an estimated $29K sold.

Advocacy Wealth Management Services first reported a position in STWD in Q4 2015 and held it in 28 quarters. The position peaked at $110K in Q3 2017. 464 funds tracked by Wall St. Rank hold STWD as of Q4 2022.

Advocacy Wealth Management Services reported no remaining Starwood Property Trust position as of Q4 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 1,500 Starwood Property Trust shares in Q4 2022, an estimated $29K.
Advocacy Wealth Management Services first reported a position in Starwood Property Trust in Q4 2015 and held it in 28 quarters.
Advocacy Wealth Management Services's Starwood Property Trust position peaked at $110K in Q3 2017.
464 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.