Forvis Mazars Wealth Advisors’s Starwood Property Trust STWD Stock Holding History

Forvis Mazars 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
2020 Q2	–	Sell	-22,598	Closed	-$232K	–	315
2020 Q1	$232K	Buy	22,598 +4,378	+24%	+$95.9K	0.02%	256
2019 Q4	$453K	Hold	18,220	–	–	0.03%	201
2019 Q3	$441K	Hold	18,220	–	–	0.04%	189
2019 Q2	$414K	Sell	18,220 -1,480	-8%	-$33.6K	0.03%	181
2019 Q1	$440K	Buy	19,700 +650	+3%	+$14.2K	0.04%	174
2018 Q4	$375K	Buy	+19,050	New	+$411K	0.04%	160
2018 Q3	–	Sell	-18,490	Closed	-$401K	–	244
2018 Q2	$401K	Sell	18,490 -1,811	-9%	-$39K	0.04%	168
2018 Q1	$425K	Buy	20,301 +1,688	+9%	+$34.9K	0.04%	167
2017 Q4	$397K	Buy	18,613 +3,083	+20%	+$66.8K	0.04%	174
2017 Q3	$337K	Buy	15,530 +707	+5%	+$15.6K	0.04%	172
2017 Q2	$332K	Buy	14,823 +2,860	+24%	+$63.9K	0.04%	178
2017 Q1	$270K	Buy	11,963 +2,347	+24%	+$53K	0.03%	182
2016 Q4	$211K	Buy	+9,616	New	+$212K	0.03%	196

Other funds holding STWD

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCMLC

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Forvis Mazars Wealth Advisors's STWD Position: Q2 2020 in Review

Forvis Mazars Wealth Advisors sold out of Starwood Property Trust (STWD) in Q2 2020, closing a stake of 22,598 shares — an estimated $232K sold.

Forvis Mazars Wealth Advisors first reported a position in STWD in Q4 2016 and held it in 13 quarters. The position peaked at $453K in Q4 2019. 403 funds tracked by Wall St. Rank hold STWD as of Q2 2020.

Forvis Mazars Wealth Advisors reported no remaining Starwood Property Trust position as of Q2 2020 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 22,598 Starwood Property Trust shares in Q2 2020, an estimated $232K.
Forvis Mazars Wealth Advisors first reported a position in Starwood Property Trust in Q4 2016 and held it in 13 quarters.
Forvis Mazars Wealth Advisors's Starwood Property Trust position peaked at $453K in Q4 2019.
403 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2020.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2020, filed 15 Jul 2020.