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Beverly Hills Private Wealth’s Starwood Property Trust STWD Stock Holding History

Beverly Hills Private Wealth’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
2024
Q3 		– Sell
-10,955
Closed -$207K – 365
2024
Q2 		$207K Buy
10,955
+57
+0.5% +$1.11K 0.05% 330
2024
Q1 		$222K Sell
10,898
-1,455
-12% -$29.5K 0.05% 328
2023
Q4 		$260K Sell
12,353
-2,304
-16% -$45.2K 0.07% 275
2023
Q3 		$284K Hold
14,657
– – 0.08% 234
2023
Q2 		$306K Sell
14,657
-823
-5% -$14.6K 0.05% 282
2023
Q1 		$274K Buy
15,480
+3,121
+25% +$60.3K 0.08% 230
2022
Q4 		$227K Buy
+12,359
New +$246K 0.1% 203

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Beverly Hills Private Wealth's STWD Position: Q3 2024 in Review

Beverly Hills Private Wealth sold out of Starwood Property Trust (STWD) in Q3 2024, closing a stake of 10,955 shares — an estimated $207K sold.

Beverly Hills Private Wealth first reported a position in STWD in Q4 2022 and held it in 7 quarters. The position peaked at $306K in Q2 2023. 507 funds tracked by Wall St. Rank hold STWD as of Q3 2024.

  • Beverly Hills Private Wealth reported no remaining Starwood Property Trust position as of Q3 2024 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 10,955 Starwood Property Trust shares in Q3 2024, an estimated $207K.
  • Beverly Hills Private Wealth first reported a position in Starwood Property Trust in Q4 2022 and held it in 7 quarters.
  • Beverly Hills Private Wealth's Starwood Property Trust position peaked at $306K in Q2 2023.
  • 507 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2024.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2024, filed 12 Nov 2024.