ICA Group Wealth Management’s Starwood Property Trust STWD Stock Holding History

ICA Group 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 Q2	–	Sell	-1,355	Closed	-$27.5K	–	1261
2024 Q1	$27.5K	Hold	1,355	–	–	0.01%	682
2023 Q4	$28.5K	Buy	+1,355	New	+$26.6K	0.01%	634
2023 Q3	–	Sell	-1,200	Closed	-$23.3K	–	1095
2023 Q2	$23.3K	Buy	1,200 +300	+33%	+$5.33K	0.01%	650
2023 Q1	$15.9K	Hold	900	–	–	﹤0.01%	718
2022 Q4	$16.5K	Buy	+900	New	+$17.9K	﹤0.01%	726

Other funds holding STWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ICA Group Wealth Management's STWD Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Starwood Property Trust (STWD) in Q2 2024, closing a stake of 1,355 shares — an estimated $27.5K sold.

ICA Group Wealth Management first reported a position in STWD in Q4 2022 and held it in 5 quarters. The position peaked at $28.5K in Q4 2023. 492 funds tracked by Wall St. Rank hold STWD as of Q2 2024.

ICA Group Wealth Management reported no remaining Starwood Property Trust position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 1,355 Starwood Property Trust shares in Q2 2024, an estimated $27.5K.
ICA Group Wealth Management first reported a position in Starwood Property Trust in Q4 2022 and held it in 5 quarters.
ICA Group Wealth Management's Starwood Property Trust position peaked at $28.5K in Q4 2023.
492 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.