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American Portfolios Advisors’s Starwood Property Trust STWD Stock Holding History

American Portfolios 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
2022
Q3 		$348K Sell
19,119
-33
-0.2% -$747 0.01% 787
2022
Q2 		$400K Sell
19,152
-2,865
-13% -$65.9K 0.02% 749
2022
Q1 		$532K Buy
22,017
+2,957
+16% +$71.4K 0.02% 710
2021
Q4 		$463K Buy
19,060
+1,826
+11% +$46K 0.02% 776
2021
Q3 		$421K Buy
17,234
+718
+4% +$18.4K 0.02% 781
2021
Q2 		$432K Buy
16,516
+3,010
+22% +$76.7K 0.02% 778
2021
Q1 		$334K Buy
13,506
+1,848
+16% +$40K 0.01% 825
2020
Q4 		$225K Buy
11,658
+4,107
+54% +$69.9K 0.01% 846
2020
Q3 		$114K Buy
7,551
+99
+1% +$1.51K 0.01% 1014
2020
Q2 		$111K Sell
7,452
-20,811
-74% -$280K 0.01% 960
2020
Q1 		$290K Buy
28,263
+16,221
+135% +$355K 0.02% 530
2019
Q4 		$299K Buy
12,042
+1,495
+14% +$36.6K 0.02% 595
2019
Q3 		$255K Buy
10,547
+4,000
+61% +$94.3K 0.02% 623
2019
Q2 		$149K Buy
6,547
+1,243
+23% +$28.2K 0.01% 828
2019
Q1 		$119K Sell
5,304
-400
-7% -$8.72K 0.01% 822
2018
Q4 		$112K Sell
5,704
-742
-12% -$16K 0.01% 691
2018
Q3 		$139K Sell
6,446
-1,227
-16% -$27.2K 0.02% 713
2018
Q2 		$167K Sell
7,673
-585
-7% -$12.6K 0.02% 622
2018
Q1 		$173K Sell
8,258
-856
-9% -$17.7K 0.03% 569
2017
Q4 		$195K Buy
+9,114
New +$198K 0.03% 511

Other funds holding STWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

American Portfolios Advisors's STWD Position: Q3 2022 in Review

American Portfolios Advisors reduced its Starwood Property Trust (STWD) stake by 0.17% in Q3 2022, selling an estimated $747 and leaving 19,119 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #787.

American Portfolios Advisors first reported a position in STWD in Q4 2017 and has held it in 20 quarters since. The position peaked at $532K in Q1 2022. 445 funds tracked by Wall St. Rank hold STWD as of Q3 2022.

  • American Portfolios Advisors held 19,119 shares of Starwood Property Trust worth $348K as of Q3 2022.
  • American Portfolios Advisors sold 33 Starwood Property Trust shares in Q3 2022, an estimated $747.
  • Starwood Property Trust made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #787 holding.
  • American Portfolios Advisors first reported a position in Starwood Property Trust in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Starwood Property Trust position peaked at $532K in Q1 2022.
  • 445 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.