Atlas Capital Advisors’s Starwood Property Trust STWD Stock Holding History

Atlas Capital 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	–	Sell	-300	Closed	-$6.27K	–	999
2022 Q2	$6.27K	Hold	300	–	–	﹤0.01%	822
2022 Q1	$7.25K	Hold	300	–	–	﹤0.01%	751
2021 Q4	$7.29K	Hold	300	–	–	﹤0.01%	763
2021 Q3	$7.32K	Hold	300	–	–	﹤0.01%	764
2021 Q2	$7.85K	Hold	300	–	–	﹤0.01%	772
2021 Q1	$7.42K	Buy	+300	New	+$6.5K	﹤0.01%	710

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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Atlas Capital Advisors's STWD Position: Q3 2022 in Review

Atlas Capital Advisors sold out of Starwood Property Trust (STWD) in Q3 2022, closing a stake of 300 shares — an estimated $6.27K sold.

Atlas Capital Advisors first reported a position in STWD in Q1 2021 and held it in 6 quarters. The position peaked at $7.85K in Q2 2021. 444 funds tracked by Wall St. Rank hold STWD as of Q3 2022.

Atlas Capital Advisors reported no remaining Starwood Property Trust position as of Q3 2022 after selling out during the quarter.
Atlas Capital Advisors sold 300 Starwood Property Trust shares in Q3 2022, an estimated $6.27K.
Atlas Capital Advisors first reported a position in Starwood Property Trust in Q1 2021 and held it in 6 quarters.
Atlas Capital Advisors's Starwood Property Trust position peaked at $7.85K in Q2 2021.
444 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2022.

Based on Atlas Capital Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.