First Trust Direct Indexing’s Starwood Property Trust STWD Stock Holding History

First Trust Direct Indexing’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 Q4	–	Sell	-10,287	Closed	-$210K	–	803
2024 Q3	$210K	Buy	10,287 +255	+3%	+$5.09K	0.01%	897
2024 Q2	$190K	Buy	+10,032	New	+$195K	0.01%	846
2021 Q1	–	Sell	-115	Closed	-$2K	–	918
2020 Q4	$2K	Buy	+115	New	+$1.96K	﹤0.01%	1105

Other funds holding STWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $544B AUM 28.31% 1-Year Est. Return

First Trust Direct Indexing's STWD Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Starwood Property Trust (STWD) in Q4 2024, closing a stake of 10,287 shares — an estimated $210K sold.

First Trust Direct Indexing first reported a position in STWD in Q4 2020 and held it in 3 quarters. The position peaked at $210K in Q3 2024. 499 funds tracked by Wall St. Rank hold STWD as of Q4 2024.

First Trust Direct Indexing reported no remaining Starwood Property Trust position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 10,287 Starwood Property Trust shares in Q4 2024, an estimated $210K.
First Trust Direct Indexing first reported a position in Starwood Property Trust in Q4 2020 and held it in 3 quarters.
First Trust Direct Indexing's Starwood Property Trust position peaked at $210K in Q3 2024.
499 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.