Dynamic Advisor Solutions’s Starwood Property Trust STWD Stock Holding History

Dynamic Advisor 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
2023 Q1	–	Sell	-10,291	Closed	-$189K	–	802
2022 Q4	$189K	Buy	10,291 +291	+3%	+$5.8K	0.01%	674
2022 Q3	$182K	Sell	10,000 -685	-6%	-$15.5K	0.01%	635
2022 Q2	$223K	Buy	10,685 +1,046	+11%	+$24.1K	0.02%	619
2022 Q1	$233K	Buy	9,639 +54	+0.6%	+$1.3K	0.02%	637
2021 Q4	$233K	Sell	9,585 -18	-0.2%	-$454	0.02%	641
2021 Q3	$234K	Buy	9,603 +34	+0.4%	+$870	0.02%	652
2021 Q2	$250K	Sell	9,569 -188	-2%	-$4.79K	0.02%	604
2021 Q1	$241K	Buy	+9,757	New	+$211K	0.02%	564
2020 Q1	–	Sell	-9,890	Closed	-$246K	–	589
2019 Q4	$246K	Hold	9,890	–	–	0.03%	454
2019 Q3	$240K	Buy	+9,890	New	+$233K	0.04%	421

Other funds holding STWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Dynamic Advisor Solutions's STWD Position: Q1 2023 in Review

Dynamic Advisor Solutions sold out of Starwood Property Trust (STWD) in Q1 2023, closing a stake of 10,291 shares — an estimated $189K sold.

Dynamic Advisor Solutions first reported a position in STWD in Q3 2019 and held it in 10 quarters. The position peaked at $250K in Q2 2021. 455 funds tracked by Wall St. Rank hold STWD as of Q1 2023.

Dynamic Advisor Solutions reported no remaining Starwood Property Trust position as of Q1 2023 after selling out during the quarter.
Dynamic Advisor Solutions sold 10,291 Starwood Property Trust shares in Q1 2023, an estimated $189K.
Dynamic Advisor Solutions first reported a position in Starwood Property Trust in Q3 2019 and held it in 10 quarters.
Dynamic Advisor Solutions's Starwood Property Trust position peaked at $250K in Q2 2021.
455 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2023.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2023, filed 11 Apr 2023.