IAG Wealth Partners’s Starwood Property Trust STWD Stock Holding History

IAG Wealth Partners’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
2021 Q2	–	Sell	-588	Closed	-$15K	–	394
2021 Q1	$15K	Buy	+588	New	+$12.7K	0.01%	215

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

CCMLC

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

IAG Wealth Partners's STWD Position: Q2 2021 in Review

IAG Wealth Partners sold out of Starwood Property Trust (STWD) in Q2 2021, closing a stake of 588 shares — an estimated $15K sold.

IAG Wealth Partners first reported a position in STWD in Q1 2021 and held it in 1 quarter. The position peaked at $15K in Q1 2021. 416 funds tracked by Wall St. Rank hold STWD as of Q2 2021.

IAG Wealth Partners reported no remaining Starwood Property Trust position as of Q2 2021 after selling out during the quarter.
IAG Wealth Partners sold 588 Starwood Property Trust shares in Q2 2021, an estimated $15K.
IAG Wealth Partners first reported a position in Starwood Property Trust in Q1 2021 and held it in 1 quarter.
IAG Wealth Partners's Starwood Property Trust position peaked at $15K in Q1 2021.
416 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2021.

Based on IAG Wealth Partners's 13F filing for Q2 2021, filed 4 Aug 2021.