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Bellwether Advisors’s Starwood Property Trust STWD Stock Holding History

Bellwether 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 		– Sell
-48
Closed -$854 – 395
2023
Q1 		$854 Buy
48
+1
+2% +$19 ﹤0.01% 375
2022
Q4 		$865 Buy
47
+1
+2% +$20 ﹤0.01% 385
2022
Q3 		$0 Buy
46
+1
+2% +$23 ﹤0.01% 522
2022
Q2 		$0 Buy
45
+1
+2% +$23 ﹤0.01% 559
2022
Q1 		$1K Buy
+44
New +$1.06K ﹤0.01% 524

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bellwether Advisors's STWD Position: Q2 2023 in Review

Bellwether Advisors sold out of Starwood Property Trust (STWD) in Q2 2023, closing a stake of 48 shares — an estimated $854 sold.

Bellwether Advisors first reported a position in STWD in Q1 2022 and held it in 5 quarters. The position peaked at $1K in Q1 2022. 453 funds tracked by Wall St. Rank hold STWD as of Q2 2023.

  • Bellwether Advisors reported no remaining Starwood Property Trust position as of Q2 2023 after selling out during the quarter.
  • Bellwether Advisors sold 48 Starwood Property Trust shares in Q2 2023, an estimated $854.
  • Bellwether Advisors first reported a position in Starwood Property Trust in Q1 2022 and held it in 5 quarters.
  • Bellwether Advisors's Starwood Property Trust position peaked at $1K in Q1 2022.
  • 453 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2023.

Based on Bellwether Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.