BDO Wealth Advisors’s Starwood Property Trust STWD Stock Holding History

BDO Wealth 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
2023 Q2	$20	Hold	1	–	–	﹤0.01%	977
2023 Q1	$18	Hold	1	–	–	﹤0.01%	1054
2022 Q4	$18	Hold	1	–	–	﹤0.01%	1010
2022 Q3	$0	Hold	1	–	–	﹤0.01%	1134
2022 Q2	$0	Sell	1 -1,100	-100%	-$25.3K	﹤0.01%	1113
2022 Q1	$27K	Hold	1,101	–	–	﹤0.01%	546
2021 Q4	$27K	Hold	1,101	–	–	﹤0.01%	568
2021 Q3	$27K	Hold	1,101	–	–	﹤0.01%	553
2021 Q2	$29K	Hold	1,101	–	–	﹤0.01%	551
2021 Q1	$27K	Hold	1,101	–	–	﹤0.01%	562
2020 Q4	$21K	Buy	1,101 +1,100	+110,000%	+$18.7K	﹤0.01%	462
2020 Q3	$0	Hold	1	–	–	﹤0.01%	947
2020 Q2	$0	Hold	1	–	–	﹤0.01%	765
2020 Q1	$0	Buy	+1	New	+$22	﹤0.01%	822
2019 Q4	–	Sell	-500	Closed	-$12K	–	637
2019 Q3	$12K	Hold	500	–	–	﹤0.01%	446
2019 Q2	$11K	Sell	500 -800	-62%	-$18.2K	﹤0.01%	442
2019 Q1	$29K	Buy	1,300 +800	+160%	+$17.4K	0.01%	335
2018 Q4	$10K	Hold	500	–	–	﹤0.01%	412
2018 Q3	$11K	Hold	500	–	–	﹤0.01%	451
2018 Q2	$11K	Buy	+500	New	+$10.8K	﹤0.01%	452

Other funds holding STWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 New York $609B AUM 40.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BDO Wealth Advisors's STWD Position: Q2 2023 in Review

BDO Wealth Advisors held its Starwood Property Trust (STWD) position steady in Q2 2023 at 1 share worth $20. The position accounts for ﹤0.01% of the portfolio, ranked #977.

BDO Wealth Advisors first reported a position in STWD in Q2 2018 and has held it in 20 quarters since. The position peaked at $29K in Q2 2021. 453 funds tracked by Wall St. Rank hold STWD as of Q2 2023.

BDO Wealth Advisors held 1 share of Starwood Property Trust worth $20 as of Q2 2023.
BDO Wealth Advisors left its Starwood Property Trust share count unchanged in Q2 2023.
Starwood Property Trust made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #977 holding.
BDO Wealth Advisors first reported a position in Starwood Property Trust in Q2 2018 and has held it in 20 quarters since.
BDO Wealth Advisors's Starwood Property Trust position peaked at $29K in Q2 2021.
453 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.