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

Castle 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
2022
Q4 		– Sell
-641
Closed -$12K – 569
2022
Q3 		$12K Hold
641
– – 0.01% 398
2022
Q2 		$14K Buy
+641
New +$14.7K 0.01% 357

Other funds holding STWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Castle Wealth Management's STWD Position: Q4 2022 in Review

Castle Wealth Management sold out of Starwood Property Trust (STWD) in Q4 2022, closing a stake of 641 shares — an estimated $12K sold.

Castle Wealth Management first reported a position in STWD in Q2 2022 and held it in 2 quarters. The position peaked at $14K in Q2 2022. 464 funds tracked by Wall St. Rank hold STWD as of Q4 2022.

  • Castle Wealth Management reported no remaining Starwood Property Trust position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 641 Starwood Property Trust shares in Q4 2022, an estimated $12K.
  • Castle Wealth Management first reported a position in Starwood Property Trust in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Starwood Property Trust position peaked at $14K in Q2 2022.
  • 464 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.