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CFS Investment Advisory Services’s Starwood Property Trust STWD Stock Holding History

CFS Investment Advisory Services’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
-80,368
Closed -$4K – 250
2022
Q3 		$4K Buy
+80,368
New +$1.82M ﹤0.01% 143

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AWA
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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

CFS Investment Advisory Services's STWD Position: Q4 2022 in Review

CFS Investment Advisory Services sold out of Starwood Property Trust (STWD) in Q4 2022, closing a stake of 80,368 shares — an estimated $4K sold.

CFS Investment Advisory Services first reported a position in STWD in Q3 2022 and held it in 1 quarter. The position peaked at $4K in Q3 2022. 464 funds tracked by Wall St. Rank hold STWD as of Q4 2022.

  • CFS Investment Advisory Services reported no remaining Starwood Property Trust position as of Q4 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 80,368 Starwood Property Trust shares in Q4 2022, an estimated $4K.
  • CFS Investment Advisory Services first reported a position in Starwood Property Trust in Q3 2022 and held it in 1 quarter.
  • CFS Investment Advisory Services's Starwood Property Trust position peaked at $4K in Q3 2022.
  • 464 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2022.

Based on CFS Investment Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.