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High Net Worth Advisory Group’s Starwood Property Trust STWD Stock Holding History

High Net Worth Advisory Group’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
2023
Q1 		– Sell
-1,000
Closed -$18.3K – 526
2022
Q4 		$18.3K Hold
1,000
– – 0.01% 449
2022
Q3 		$18K Hold
1,000
– – 0.01% 471
2022
Q2 		$21K Buy
1,000
+600
+150% +$13.8K 0.01% 443
2022
Q1 		$10K Hold
400
– – ﹤0.01% 532
2021
Q4 		$10K Buy
+400
New +$10.1K ﹤0.01% 544

Other funds holding STWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

High Net Worth Advisory Group's STWD Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Starwood Property Trust (STWD) in Q1 2023, closing a stake of 1,000 shares — an estimated $18.3K sold.

High Net Worth Advisory Group first reported a position in STWD in Q4 2021 and held it in 5 quarters. The position peaked at $21K in Q2 2022. 455 funds tracked by Wall St. Rank hold STWD as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Starwood Property Trust position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 1,000 Starwood Property Trust shares in Q1 2023, an estimated $18.3K.
  • High Net Worth Advisory Group first reported a position in Starwood Property Trust in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Starwood Property Trust position peaked at $21K in Q2 2022.
  • 455 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.