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Evolution Wealth Advisors’s Starwood Property Trust STWD Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-3,570
Closed -$87K – 562
2021
Q3 		$87K Buy
+3,570
New +$91.3K 0.02% 161

Other funds holding STWD

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BlackRock
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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Evolution Wealth Advisors's STWD Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Starwood Property Trust (STWD) in Q4 2021, closing a stake of 3,570 shares — an estimated $87K sold.

Evolution Wealth Advisors first reported a position in STWD in Q3 2021 and held it in 1 quarter. The position peaked at $87K in Q3 2021. 477 funds tracked by Wall St. Rank hold STWD as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Starwood Property Trust position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 3,570 Starwood Property Trust shares in Q4 2021, an estimated $87K.
  • Evolution Wealth Advisors first reported a position in Starwood Property Trust in Q3 2021 and held it in 1 quarter.
  • Evolution Wealth Advisors's Starwood Property Trust position peaked at $87K in Q3 2021.
  • 477 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.