Endurance Wealth Management’s Starwood Property Trust STWD Stock Holding History

Endurance Wealth Management’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 Q2	$10K	Hold	500	–	–	﹤0.01%	496
2023 Q1	$9K	Hold	500	–	–	﹤0.01%	513
2022 Q4	$9K	Hold	500	–	–	﹤0.01%	487
2022 Q3	$9K	Hold	500	–	–	﹤0.01%	479
2022 Q2	$10K	Hold	500	–	–	﹤0.01%	486
2022 Q1	$12K	Hold	500	–	–	﹤0.01%	503
2021 Q4	$12K	Hold	500	–	–	﹤0.01%	494
2021 Q3	$12K	Hold	500	–	–	﹤0.01%	505
2021 Q2	$13K	Hold	500	–	–	﹤0.01%	501
2021 Q1	$12K	Hold	500	–	–	﹤0.01%	514
2020 Q4	$10K	Hold	500	–	–	﹤0.01%	496
2020 Q3	$8K	Hold	500	–	–	﹤0.01%	506
2020 Q2	$7K	Hold	500	–	–	﹤0.01%	495
2020 Q1	$5K	Hold	500	–	–	﹤0.01%	474
2019 Q4	$12K	Hold	500	–	–	﹤0.01%	412
2019 Q3	$12K	Hold	500	–	–	﹤0.01%	405
2019 Q2	$11K	Hold	500	–	–	﹤0.01%	382
2019 Q1	$11K	Hold	500	–	–	﹤0.01%	380
2018 Q4	$10K	Hold	500	–	–	﹤0.01%	372
2018 Q3	$11K	Hold	500	–	–	﹤0.01%	395
2018 Q2	$11K	Hold	500	–	–	﹤0.01%	397
2018 Q1	$10K	Hold	500	–	–	﹤0.01%	431
2017 Q4	$11K	Hold	500	–	–	﹤0.01%	408
2017 Q3	$11K	Hold	500	–	–	﹤0.01%	399
2017 Q2	$11K	Hold	500	–	–	﹤0.01%	404
2017 Q1	$11K	Hold	500	–	–	﹤0.01%	404
2016 Q4	$11K	Hold	500	–	–	﹤0.01%	382
2016 Q3	$11K	Hold	500	–	–	﹤0.01%	388
2016 Q2	$10K	Buy	+500	New	+$9.97K	﹤0.01%	381

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 $3.37T AUM 44.26% 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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Endurance Wealth Management's STWD Position: Q2 2023 in Review

Endurance Wealth Management held its Starwood Property Trust (STWD) position steady in Q2 2023 at 500 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Endurance Wealth Management first reported a position in STWD in Q2 2016 and has held it in 29 quarters since. The position peaked at $13K in Q2 2021. 453 funds tracked by Wall St. Rank hold STWD as of Q2 2023.

Endurance Wealth Management held 500 shares of Starwood Property Trust worth $10K as of Q2 2023.
Endurance Wealth Management left its Starwood Property Trust share count unchanged in Q2 2023.
Starwood Property Trust made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #496 holding.
Endurance Wealth Management first reported a position in Starwood Property Trust in Q2 2016 and has held it in 29 quarters since.
Endurance Wealth Management's Starwood Property Trust position peaked at $13K in Q2 2021.
453 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.