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Baystate Wealth Management’s Starwood Property Trust STWD Stock Holding History

Baystate 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
2023
Q4 		$11K Buy
524
+500
+2,083% +$9.82K ﹤0.01% 697
2023
Q3 		$468 Buy
24
+1
+4% +$20 ﹤0.01% 943
2023
Q2 		$458 Hold
23
– – ﹤0.01% 979
2023
Q1 		$407 Buy
+23
New +$444 ﹤0.01% 976

Other funds holding STWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Baystate Wealth Management's STWD Position: Q4 2023 in Review

Baystate Wealth Management increased its Starwood Property Trust (STWD) stake by 2,083% in Q4 2023, buying an estimated $9.82K and bringing the position to 524 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Baystate Wealth Management first reported a position in STWD in Q1 2023 and has held it in 4 quarters since. 483 funds tracked by Wall St. Rank hold STWD as of Q4 2023.

  • Baystate Wealth Management held 524 shares of Starwood Property Trust worth $11K as of Q4 2023.
  • Baystate Wealth Management bought 500 Starwood Property Trust shares in Q4 2023, an estimated $9.82K.
  • Starwood Property Trust made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #697 holding.
  • Baystate Wealth Management first reported a position in Starwood Property Trust in Q1 2023 and has held it in 4 quarters since.
  • 483 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.