Financial Advocates Investment Management’s Starwood Property Trust STWD Stock Holding History

Financial Advocates Investment 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
2024 Q2	–	Sell	-15,448	Closed	-$314K	–	819
2024 Q1	$314K	Hold	15,448	–	–	0.02%	574
2023 Q4	$325K	Buy	15,448 +954	+7%	+$18.7K	0.02%	531
2023 Q3	$280K	Hold	14,494	–	–	0.02%	547
2023 Q2	$281K	Buy	14,494 +4,366	+43%	+$77.6K	0.02%	540
2023 Q1	$179K	Buy	+10,128	New	+$196K	0.01%	694
2021 Q4	–	Sell	-8,705	Closed	-$212K	–	815
2021 Q3	$212K	Hold	8,705	–	–	0.01%	691
2021 Q2	$227K	Hold	8,705	–	–	0.02%	670
2021 Q1	$215K	Buy	+8,705	New	+$189K	0.02%	698

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 $1.66T AUM 25.57% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Advocates Investment Management's STWD Position: Q2 2024 in Review

Financial Advocates Investment Management sold out of Starwood Property Trust (STWD) in Q2 2024, closing a stake of 15,448 shares — an estimated $314K sold.

Financial Advocates Investment Management first reported a position in STWD in Q1 2021 and held it in 8 quarters. The position peaked at $325K in Q4 2023. 493 funds tracked by Wall St. Rank hold STWD as of Q2 2024.

Financial Advocates Investment Management reported no remaining Starwood Property Trust position as of Q2 2024 after selling out during the quarter.
Financial Advocates Investment Management sold 15,448 Starwood Property Trust shares in Q2 2024, an estimated $314K.
Financial Advocates Investment Management first reported a position in Starwood Property Trust in Q1 2021 and held it in 8 quarters.
Financial Advocates Investment Management's Starwood Property Trust position peaked at $325K in Q4 2023.
493 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2024.

Based on Financial Advocates Investment Management's 13F filing for Q2 2024, filed 29 Jul 2024.