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Fiduciary Alliance’s Starwood Property Trust STWD Stock Holding History

Fiduciary Alliance’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
Q3 		– Sell
-41
Closed -$786 – 850
2023
Q2 		$786 Buy
+41
New +$729 ﹤0.01% 888
2023
Q1 		– Sell
-41
Closed -$743 – 778
2022
Q4 		$743 Buy
+41
New +$817 ﹤0.01% 819

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
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Fiduciary Alliance's STWD Position: Q3 2023 in Review

Fiduciary Alliance sold out of Starwood Property Trust (STWD) in Q3 2023, closing a stake of 41 shares — an estimated $786 sold.

Fiduciary Alliance first reported a position in STWD in Q4 2022 and held it in 2 quarters. The position peaked at $786 in Q2 2023. 452 funds tracked by Wall St. Rank hold STWD as of Q3 2023.

  • Fiduciary Alliance reported no remaining Starwood Property Trust position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 41 Starwood Property Trust shares in Q3 2023, an estimated $786.
  • Fiduciary Alliance first reported a position in Starwood Property Trust in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's Starwood Property Trust position peaked at $786 in Q2 2023.
  • 452 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.