Ignite Planners’s Starwood Property Trust STWD Stock Holding History

Ignite Planners’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 Q1	–	Sell	-11,071	Closed	-$234K	–	305
2023 Q4	$234K	Buy	11,071 +76	+0.7%	+$1.49K	0.07%	246
2023 Q3	$206K	Sell	10,995 -332	-3%	-$6.73K	0.06%	295
2023 Q2	$224K	Sell	11,327 -1,388	-11%	-$24.7K	0.09%	227
2023 Q1	$218K	Sell	12,715 -53	-0.4%	-$1.02K	0.09%	232
2022 Q4	$264K	Buy	+12,768	New	+$254K	0.11%	201

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 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

Ignite Planners's STWD Position: Q1 2024 in Review

Ignite Planners sold out of Starwood Property Trust (STWD) in Q1 2024, closing a stake of 11,071 shares — an estimated $234K sold.

Ignite Planners first reported a position in STWD in Q4 2022 and held it in 5 quarters. The position peaked at $264K in Q4 2022. 481 funds tracked by Wall St. Rank hold STWD as of Q1 2024.

Ignite Planners reported no remaining Starwood Property Trust position as of Q1 2024 after selling out during the quarter.
Ignite Planners sold 11,071 Starwood Property Trust shares in Q1 2024, an estimated $234K.
Ignite Planners first reported a position in Starwood Property Trust in Q4 2022 and held it in 5 quarters.
Ignite Planners's Starwood Property Trust position peaked at $264K in Q4 2022.
481 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2024.

Based on Ignite Planners's 13F filing for Q1 2024, filed 12 Apr 2024.