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Cardinal Point Wealth Management’s Starwood Property Trust STWD Stock Holding History

Cardinal Point 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
2021
Q3 		– Sell
-7,800
Closed -$204K – 45
2021
Q2 		$204K Buy
+7,800
New +$199K 0.09% 40

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State Street
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Geode Capital Management
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Norges Bank
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Cardinal Point Wealth Management's STWD Position: Q3 2021 in Review

Cardinal Point Wealth Management sold out of Starwood Property Trust (STWD) in Q3 2021, closing a stake of 7,800 shares — an estimated $204K sold.

Cardinal Point Wealth Management first reported a position in STWD in Q2 2021 and held it in 1 quarter. The position peaked at $204K in Q2 2021. 425 funds tracked by Wall St. Rank hold STWD as of Q3 2021.

  • Cardinal Point Wealth Management reported no remaining Starwood Property Trust position as of Q3 2021 after selling out during the quarter.
  • Cardinal Point Wealth Management sold 7,800 Starwood Property Trust shares in Q3 2021, an estimated $204K.
  • Cardinal Point Wealth Management first reported a position in Starwood Property Trust in Q2 2021 and held it in 1 quarter.
  • Cardinal Point Wealth Management's Starwood Property Trust position peaked at $204K in Q2 2021.
  • 425 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2021.

Based on Cardinal Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.