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Avestar Capital’s Starwood Property Trust STWD Stock Holding History

Avestar Capital’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
-11,555
Closed -$308K – 504
2021
Q2 		$308K Sell
11,555
-50
-0.4% -$1.27K 0.04% 322
2021
Q1 		$300K Buy
+11,605
New +$251K 0.07% 247

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

Avestar Capital's STWD Position: Q3 2021 in Review

Avestar Capital sold out of Starwood Property Trust (STWD) in Q3 2021, closing a stake of 11,555 shares — an estimated $308K sold.

Avestar Capital first reported a position in STWD in Q1 2021 and held it in 2 quarters. The position peaked at $308K in Q2 2021. 425 funds tracked by Wall St. Rank hold STWD as of Q3 2021.

  • Avestar Capital reported no remaining Starwood Property Trust position as of Q3 2021 after selling out during the quarter.
  • Avestar Capital sold 11,555 Starwood Property Trust shares in Q3 2021, an estimated $308K.
  • Avestar Capital first reported a position in Starwood Property Trust in Q1 2021 and held it in 2 quarters.
  • Avestar Capital's Starwood Property Trust position peaked at $308K in Q2 2021.
  • 425 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2021.

Based on Avestar Capital's 13F filing for Q3 2021, filed 9 Nov 2021.