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Concord Wealth Partners’s Starwood Property Trust STWD Stock Holding History

Concord Wealth Partners’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
2023
Q1 		– Sell
-100
Closed -$1.83K – 1210
2022
Q4 		$1.83K Buy
+100
New +$1.99K ﹤0.01% 954
2022
Q3 		– Sell
-100
Closed -$2K – 1020
2022
Q2 		$2K Hold
100
– – ﹤0.01% 1070
2022
Q1 		$2K Hold
100
– – ﹤0.01% 1140
2021
Q4 		$2K Buy
+100
New +$2.52K ﹤0.01% 1167

Other funds holding STWD

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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
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Concord Wealth Partners's STWD Position: Q1 2023 in Review

Concord Wealth Partners sold out of Starwood Property Trust (STWD) in Q1 2023, closing a stake of 100 shares — an estimated $1.83K sold.

Concord Wealth Partners first reported a position in STWD in Q4 2021 and held it in 4 quarters. The position peaked at $2K in Q2 2022. 455 funds tracked by Wall St. Rank hold STWD as of Q1 2023.

  • Concord Wealth Partners reported no remaining Starwood Property Trust position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 100 Starwood Property Trust shares in Q1 2023, an estimated $1.83K.
  • Concord Wealth Partners first reported a position in Starwood Property Trust in Q4 2021 and held it in 4 quarters.
  • Concord Wealth Partners's Starwood Property Trust position peaked at $2K in Q2 2022.
  • 455 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.