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AWA
Arete Wealth Advisors’s
Starwood Property Trust
STWD
Stock Holding History
Arete Wealth Advisors’s Portfolio
STWD Stock Details
STWD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q3
–
Sell
-13,200
Closed
-$250K
–
816
2024
Q2
$250K
Buy
13,200
+200
+2%
+$3.9K
0.02%
582
2024
Q1
$264K
Hold
13,000
–
–
0.02%
354
2023
Q4
$273K
Hold
13,000
–
–
0.02%
581
2023
Q3
$252K
Sell
13,000
-200
-2%
-$4.06K
0.04%
388
2023
Q2
$256K
Buy
13,200
+1,559
+13%
+$27.7K
0.02%
532
2023
Q1
$206K
Sell
11,641
-40
-0.3%
-$773
0.02%
576
2022
Q4
$214M
Buy
+11,681
New
+$233K
0.02%
543
2022
Q2
–
Sell
-11,857
Closed
-$287K
–
556
2022
Q1
$287K
Sell
11,857
-999
-8%
-$24.1K
0.02%
387
2021
Q4
$313K
Buy
+12,856
New
+$324K
0.03%
376
2019
Q4
–
Sell
-8,624
Closed
-$209K
–
429
2019
Q3
$209K
Buy
+8,624
New
+$203K
0.04%
365
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1-Year Est. Return
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1-Year Est. Return
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$2.9T AUM
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1-Year Est. Return
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$1.66T AUM
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1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Northern Trust
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$757B AUM
28.64%
1-Year Est. Return
JP Morgan Chase
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$1.56T AUM
27.86%
1-Year Est. Return
Norges Bank
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$935B AUM
Ameriprise
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$432B AUM
30.22%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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