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Confluence Wealth Services’s Starwood Property Trust STWD Stock Holding History

Confluence Wealth 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
Q1 		– Sell
-300
Closed -$7K – 1038
2021
Q4 		$7K Buy
+300
New +$7.57K ﹤0.01% 1002

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Confluence Wealth Services's STWD Position: Q1 2022 in Review

Confluence Wealth Services sold out of Starwood Property Trust (STWD) in Q1 2022, closing a stake of 300 shares — an estimated $7K sold.

Confluence Wealth Services first reported a position in STWD in Q4 2021 and held it in 1 quarter. The position peaked at $7K in Q4 2021. 475 funds tracked by Wall St. Rank hold STWD as of Q1 2022.

  • Confluence Wealth Services reported no remaining Starwood Property Trust position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 300 Starwood Property Trust shares in Q1 2022, an estimated $7K.
  • Confluence Wealth Services first reported a position in Starwood Property Trust in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Starwood Property Trust position peaked at $7K in Q4 2021.
  • 475 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.