First Personal Financial Services’s Starwood Property Trust STWD Stock Holding History

First Personal Financial Services’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 Q1	–	Sell	-2,125	Closed	-$44.7K	–	408
2023 Q4	$44.7K	Hold	2,125	–	–	0.01%	212
2023 Q3	$41.1K	Hold	2,125	–	–	0.01%	215
2023 Q2	$41.2K	Hold	2,125	–	–	0.01%	216
2023 Q1	$37.6K	Hold	2,125	–	–	0.01%	230
2022 Q4	$39K	Hold	2,125	–	–	0.01%	230
2022 Q3	$39K	Hold	2,125	–	–	0.01%	217
2022 Q2	$44K	Hold	2,125	–	–	0.01%	185
2022 Q1	$51K	Buy	+2,125	New	+$51.3K	0.01%	185
2015 Q2	–	Sell	-147	Closed	-$4K	–	525
2015 Q1	$4K	Hold	147	–	–	﹤0.01%	357
2014 Q4	$3K	Buy	+147	New	+$3.38K	﹤0.01%	342

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 $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

CCMLC

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

Norges Bank Oslo, Norway $1T AUM

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

First Personal Financial Services's STWD Position: Q1 2024 in Review

First Personal Financial Services sold out of Starwood Property Trust (STWD) in Q1 2024, closing a stake of 2,125 shares — an estimated $44.7K sold.

First Personal Financial Services first reported a position in STWD in Q4 2014 and held it in 10 quarters. The position peaked at $51K in Q1 2022. 482 funds tracked by Wall St. Rank hold STWD as of Q1 2024.

First Personal Financial Services reported no remaining Starwood Property Trust position as of Q1 2024 after selling out during the quarter.
First Personal Financial Services sold 2,125 Starwood Property Trust shares in Q1 2024, an estimated $44.7K.
First Personal Financial Services first reported a position in Starwood Property Trust in Q4 2014 and held it in 10 quarters.
First Personal Financial Services's Starwood Property Trust position peaked at $51K in Q1 2022.
482 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2024.

Based on First Personal Financial Services's 13F filing for Q1 2024, filed 26 Apr 2024.