Avantax Advisory Services’s Starwood Property Trust STWD Stock Holding History
Bought
Maintained
Sold
Other funds holding STWD
Avantax Advisory Services's STWD Position: Q2 2025 in Review
Avantax Advisory Services reduced its Starwood Property Trust (STWD) stake by 2.1% in Q2 2025, selling an estimated $4.33K and leaving 10,210 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #2188.
Avantax Advisory Services first reported a position in STWD in Q4 2023 and has held it in 5 quarters since. The position peaked at $229K in Q4 2023. 507 funds tracked by Wall St. Rank hold STWD as of Q2 2025.
- Avantax Advisory Services held 10,210 shares of Starwood Property Trust worth $205K as of Q2 2025.
- Avantax Advisory Services sold 223 Starwood Property Trust shares in Q2 2025, an estimated $4.33K.
- Starwood Property Trust made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2188 holding.
- Avantax Advisory Services first reported a position in Starwood Property Trust in Q4 2023 and has held it in 5 quarters since.
- Avantax Advisory Services's Starwood Property Trust position peaked at $229K in Q4 2023.
- 507 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.