Global Financial Private Client’s Starwood Property Trust STWD Stock Holding History

Global Financial Private Client’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	-330	Closed	-$6.6K	–	715
2024 Q1	$6.6K	Hold	330	–	–	﹤0.01%	493
2023 Q4	$6.94K	Hold	330	–	–	﹤0.01%	492
2023 Q3	$6.23K	Hold	330	–	–	﹤0.01%	484
2023 Q2	$6.41K	Hold	330	–	–	﹤0.01%	481
2023 Q1	$5.81K	Hold	330	–	–	﹤0.01%	493
2022 Q4	$6.05K	Hold	330	–	–	﹤0.01%	472
2022 Q3	$6.13K	Hold	330	–	–	﹤0.01%	451
2022 Q2	$7K	Hold	330	–	–	﹤0.01%	428
2022 Q1	$8.11K	Hold	330	–	–	﹤0.01%	429
2021 Q4	$8.02K	Buy	+330	New	+$8.32K	﹤0.01%	416
2020 Q2	–	Sell	-1,810	Closed	-$18.1K	–	544
2020 Q1	$18.1K	Sell	1,810 -335	-16%	-$7.34K	0.02%	314
2019 Q4	$53.3K	Buy	+2,145	New	+$52.5K	0.04%	232

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

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

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

Global Financial Private Client's STWD Position: Q2 2024 in Review

Global Financial Private Client sold out of Starwood Property Trust (STWD) in Q2 2024, closing a stake of 330 shares — an estimated $6.6K sold.

Global Financial Private Client first reported a position in STWD in Q4 2019 and held it in 12 quarters. The position peaked at $53.3K in Q4 2019. 492 funds tracked by Wall St. Rank hold STWD as of Q2 2024.

Global Financial Private Client reported no remaining Starwood Property Trust position as of Q2 2024 after selling out during the quarter.
Global Financial Private Client sold 330 Starwood Property Trust shares in Q2 2024, an estimated $6.6K.
Global Financial Private Client first reported a position in Starwood Property Trust in Q4 2019 and held it in 12 quarters.
Global Financial Private Client's Starwood Property Trust position peaked at $53.3K in Q4 2019.
492 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2024.

Based on Global Financial Private Client's 13F filing for Q2 2024, filed 29 Jul 2024.