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Coppell Advisory Solutions’s Starwood Property Trust STWD Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-240
Closed -$4.61K – 1665
2024
Q4 		$4.61K Buy
240
+40
+20% +$792 ﹤0.01% 1343
2024
Q3 		$4.16K Hold
200
– – ﹤0.01% 1298
2024
Q2 		$3.79K Buy
+200
New +$3.9K ﹤0.01% 1261
2023
Q4 		$4.2K Sell
200
-12
-6% -$236 ﹤0.01% 1137
2023
Q3 		$3.89K Buy
212
+12
+6% +$243 ﹤0.01% 758
2023
Q2 		$3.85K Buy
+200
New +$3.55K ﹤0.01% 905
2023
Q1 		– Sell
-212
Closed -$3.89K – 955
2022
Q4 		$3.89K Buy
+212
New +$4.22K ﹤0.01% 762

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Coppell Advisory Solutions's STWD Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Starwood Property Trust (STWD) in Q1 2025, closing a stake of 240 shares — an estimated $4.61K sold.

Coppell Advisory Solutions first reported a position in STWD in Q4 2022 and held it in 7 quarters. The position peaked at $4.61K in Q4 2024. 499 funds tracked by Wall St. Rank hold STWD as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Starwood Property Trust position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 240 Starwood Property Trust shares in Q1 2025, an estimated $4.61K.
  • Coppell Advisory Solutions first reported a position in Starwood Property Trust in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Starwood Property Trust position peaked at $4.61K in Q4 2024.
  • 499 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.