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AFT Forsyth & Company’s Starwood Property Trust STWD Stock Holding History

AFT Forsyth & Company’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
Q3 		– Sell
-8,050
Closed -$211K – 164
2021
Q2 		$211K Sell
8,050
-1,565
-16% -$39.9K 0.11% 152
2021
Q1 		$238K Buy
+9,615
New +$208K 0.14% 140
2020
Q4 		– Sell
-12,890
Closed -$195K – 149
2020
Q3 		$195K Hold
12,890
– – 0.15% 129
2020
Q2 		$193K Buy
12,890
+1,565
+14% +$21.1K 0.16% 123
2020
Q1 		$116K Sell
11,325
-2,300
-17% -$50.4K 0.12% 119
2019
Q4 		$339K Hold
13,625
– – 0.26% 108
2019
Q3 		$330K Buy
13,625
+2,525
+23% +$59.5K 0.27% 106
2019
Q2 		$252K Buy
+11,100
New +$252K 0.21% 122

Other funds holding STWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

AFT Forsyth & Company's STWD Position: Q3 2021 in Review

AFT Forsyth & Company sold out of Starwood Property Trust (STWD) in Q3 2021, closing a stake of 8,050 shares — an estimated $211K sold.

AFT Forsyth & Company first reported a position in STWD in Q2 2019 and held it in 8 quarters. The position peaked at $339K in Q4 2019. 426 funds tracked by Wall St. Rank hold STWD as of Q3 2021.

  • AFT Forsyth & Company reported no remaining Starwood Property Trust position as of Q3 2021 after selling out during the quarter.
  • AFT Forsyth & Company sold 8,050 Starwood Property Trust shares in Q3 2021, an estimated $211K.
  • AFT Forsyth & Company first reported a position in Starwood Property Trust in Q2 2019 and held it in 8 quarters.
  • AFT Forsyth & Company's Starwood Property Trust position peaked at $339K in Q4 2019.
  • 426 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2021.

Based on AFT Forsyth & Company's 13F filing for Q3 2021, filed 8 Nov 2021.