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B. Riley Wealth Management’s Starwood Property Trust STWD Stock Holding History

B. Riley Wealth Management’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
Q2 		$966 Sell
46,225
-51,935
-53% -$1.19M ﹤0.01% 299
2022
Q1 		$2.37M Buy
98,160
+1,068
+1% +$25.8K 0.18% 115
2021
Q4 		$2.36M Buy
97,092
+13,275
+16% +$335K 0.16% 127
2021
Q3 		$2.05M Sell
83,817
-960
-1% -$24.6K 0.16% 133
2021
Q2 		$2.22M Sell
84,777
-582
-0.7% -$14.8K 0.25% 93
2021
Q1 		$2.11M Sell
85,359
-13,150
-13% -$285K 0.25% 97
2020
Q4 		$1.9M Sell
98,509
-106,560
-52% -$1.81M 0.25% 96
2020
Q3 		$3.09M Sell
205,069
-18,801
-8% -$287K 0.37% 70
2020
Q2 		$3.35M Buy
223,870
+11,558
+5% +$156K 0.37% 66
2020
Q1 		$2.18M Buy
+212,312
New +$4.65M 0.23% 106
2019
Q4 		– Sell
-9,871
Closed -$239K – 435
2019
Q3 		$239K Buy
+9,871
New +$233K 0.04% 318
2019
Q2 		– Sell
-10,005
Closed -$224K – 434
2019
Q1 		$224K Buy
+10,005
New +$218K 0.04% 328
2015
Q3 		– Sell
-350
Closed -$7K – 662
2015
Q2 		$7K Buy
+350
New +$8.3K 0.01% 818
2014
Q3 		– Sell
-100
Closed -$2K – 1155
2014
Q2 		$2K Sell
100
-75
-43% -$1.79K ﹤0.01% 1040
2014
Q1 		$4K Buy
+175
New +$4.16K ﹤0.01% 918

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
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 $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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

B. Riley Wealth Management's STWD Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Starwood Property Trust (STWD) stake by 53% in Q2 2022, selling an estimated $1.19M and leaving 46,225 shares worth $966. The position accounts for ﹤0.01% of the portfolio, ranked #299.

B. Riley Wealth Management first reported a position in STWD in Q1 2014 and has held it in 15 quarters since. The position peaked at $3.35M in Q2 2020. 456 funds tracked by Wall St. Rank hold STWD as of Q2 2022.

  • B. Riley Wealth Management held 46,225 shares of Starwood Property Trust worth $966 as of Q2 2022.
  • B. Riley Wealth Management sold 51,935 Starwood Property Trust shares in Q2 2022, an estimated $1.19M.
  • Starwood Property Trust made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #299 holding.
  • B. Riley Wealth Management first reported a position in Starwood Property Trust in Q1 2014 and has held it in 15 quarters since.
  • B. Riley Wealth Management's Starwood Property Trust position peaked at $3.35M in Q2 2020.
  • 456 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.