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IBEX Wealth Advisors’s Starwood Property Trust STWD Stock Holding History

IBEX Wealth Advisors’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 		– Sell
-271,472
Closed -$4.95M – 184
2022
Q3 		$4.95M Sell
271,472
-1,650
-0.6% -$37.4K 1.29% 26
2022
Q2 		$5.71M Buy
273,122
+8,455
+3% +$194K 1.31% 28
2022
Q1 		$6.4M Buy
264,667
+29,808
+13% +$720K 1.22% 26
2021
Q4 		$5.71M Buy
+234,859
New +$5.92M 1.01% 30

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

IBEX Wealth Advisors's STWD Position: Q4 2022 in Review

IBEX Wealth Advisors sold out of Starwood Property Trust (STWD) in Q4 2022, closing a stake of 271,472 shares — an estimated $4.95M sold.

IBEX Wealth Advisors first reported a position in STWD in Q4 2021 and held it in 4 quarters. The position peaked at $6.4M in Q1 2022. 464 funds tracked by Wall St. Rank hold STWD as of Q4 2022.

  • IBEX Wealth Advisors reported no remaining Starwood Property Trust position as of Q4 2022 after selling out during the quarter.
  • IBEX Wealth Advisors sold 271,472 Starwood Property Trust shares in Q4 2022, an estimated $4.95M.
  • IBEX Wealth Advisors first reported a position in Starwood Property Trust in Q4 2021 and held it in 4 quarters.
  • IBEX Wealth Advisors's Starwood Property Trust position peaked at $6.4M in Q1 2022.
  • 464 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2022.

Based on IBEX Wealth Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.