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Cetera Advisors’s Starwood Property Trust STWD Stock Holding History

Cetera 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
2024
Q1 		$2.57M Buy
126,267
+88,731
+236% +$1.8M 0.02% 707
2023
Q4 		$789K Buy
37,536
+7,371
+24% +$145K 0.01% 877
2023
Q3 		$584K Buy
30,165
+258
+0.9% +$5.23K 0.01% 977
2023
Q2 		$580K Buy
29,907
+1,901
+7% +$33.8K 0.01% 974
2023
Q1 		$495K Buy
28,006
+204
+0.7% +$3.94K 0.01% 1017
2022
Q4 		$510K Buy
27,802
+2,896
+12% +$57.7K 0.01% 964
2022
Q3 		$454K Sell
24,906
-528
-2% -$12K 0.01% 814
2022
Q2 		$531K Buy
25,434
+10,131
+66% +$233K 0.01% 815
2022
Q1 		$370K Buy
15,303
+6,924
+83% +$167K 0.01% 1011
2021
Q4 		$204K Buy
+8,379
New +$211K ﹤0.01% 1320

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cetera Advisors's STWD Position: Q1 2024 in Review

Cetera Advisors increased its Starwood Property Trust (STWD) stake by 236% in Q1 2024, buying an estimated $1.8M and bringing the position to 126,267 shares worth $2.57M. The position accounts for 0.02% of the portfolio, ranked #707.

Cetera Advisors first reported a position in STWD in Q4 2021 and has held it in 10 quarters since. 481 funds tracked by Wall St. Rank hold STWD as of Q1 2024.

  • Cetera Advisors held 126,267 shares of Starwood Property Trust worth $2.57M as of Q1 2024.
  • Cetera Advisors bought 88,731 Starwood Property Trust shares in Q1 2024, an estimated $1.8M.
  • Starwood Property Trust made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #707 holding.
  • Cetera Advisors first reported a position in Starwood Property Trust in Q4 2021 and has held it in 10 quarters since.
  • 481 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.