Core Wealth Advisors (Florida)’s Starwood Property Trust STWD Stock Holding History

Core Wealth Advisors (Florida)’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 Q2	–	Sell	-2,067	Closed	-$42K	–	214
2024 Q1	$42K	Buy	2,067 +567	+38%	+$11.5K	0.01%	106
2023 Q4	$31.5K	Buy	+1,500	New	+$29.5K	0.01%	114

Other funds holding STWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Core Wealth Advisors (Florida)'s STWD Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Starwood Property Trust (STWD) in Q2 2024, closing a stake of 2,067 shares — an estimated $42K sold.

Core Wealth Advisors (Florida) first reported a position in STWD in Q4 2023 and held it in 2 quarters. The position peaked at $42K in Q1 2024. 494 funds tracked by Wall St. Rank hold STWD as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining Starwood Property Trust position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 2,067 Starwood Property Trust shares in Q2 2024, an estimated $42K.
Core Wealth Advisors (Florida) first reported a position in Starwood Property Trust in Q4 2023 and held it in 2 quarters.
Core Wealth Advisors (Florida)'s Starwood Property Trust position peaked at $42K in Q1 2024.
494 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.