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HighMark Wealth Management’s Starwood Property Trust STWD Stock Holding History

HighMark Wealth Management’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
-71
Closed -$1.45K – 617
2024
Q3 		$1.45K Hold
71
– – ﹤0.01% 498
2024
Q2 		$1.34K Buy
+71
New +$1.38K ﹤0.01% 494

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HighMark Wealth Management's STWD Position: Q4 2024 in Review

HighMark Wealth Management sold out of Starwood Property Trust (STWD) in Q4 2024, closing a stake of 71 shares — an estimated $1.45K sold.

HighMark Wealth Management first reported a position in STWD in Q2 2024 and held it in 2 quarters. The position peaked at $1.45K in Q3 2024. 499 funds tracked by Wall St. Rank hold STWD as of Q4 2024.

  • HighMark Wealth Management reported no remaining Starwood Property Trust position as of Q4 2024 after selling out during the quarter.
  • HighMark Wealth Management sold 71 Starwood Property Trust shares in Q4 2024, an estimated $1.45K.
  • HighMark Wealth Management first reported a position in Starwood Property Trust in Q2 2024 and held it in 2 quarters.
  • HighMark Wealth Management's Starwood Property Trust position peaked at $1.45K in Q3 2024.
  • 499 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2024.

Based on HighMark Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.