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Heritage Wealth Management (Arizona)’s Starwood Property Trust STWD Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$16.1K Buy
+880
New +$17.5K ﹤0.01% 711
2022
Q3 		– Sell
-284
Closed -$5.93K – 1096
2022
Q2 		$5.93K Buy
+284
New +$6.53K ﹤0.01% 746

Other funds holding STWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s STWD Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) opened a new position in Starwood Property Trust (STWD) in Q4 2022: 880 shares worth $16.1K. The stake represents ﹤0.01% of the portfolio and ranks #711 among its holdings. This is a return to the name: Heritage Wealth Management (Arizona) previously reported a position in STWD as recently as Q2 2022.

Heritage Wealth Management (Arizona) first reported a position in STWD in Q2 2022 and has held it in 2 quarters since. 464 funds tracked by Wall St. Rank hold STWD as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 880 shares of Starwood Property Trust worth $16.1K as of Q4 2022.
  • Starwood Property Trust was a new Heritage Wealth Management (Arizona) position in Q4 2022.
  • Starwood Property Trust made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #711 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Starwood Property Trust in Q2 2022 and has held it in 2 quarters since.
  • 464 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.