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

Intercontinental 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	-11,300	Closed	-$206K	–	274
2022 Q3	$206K	Sell	11,300 -789	-7%	-$17.9K	0.06%	257
2022 Q2	$253K	Buy	12,089 +30	+0.2%	+$690	0.07%	246
2022 Q1	$291K	Buy	+12,059	New	+$291K	0.07%	247
2021 Q2	–	Sell	-11,997	Closed	-$297K	–	294
2021 Q1	$297K	Buy	+11,997	New	+$260K	0.06%	212
2020 Q4	–	Sell	-12,580	Closed	-$190K	–	258
2020 Q3	$190K	Buy	+12,580	New	+$192K	0.06%	196

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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 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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Intercontinental Wealth Advisors sold out of Starwood Property Trust (STWD) in Q4 2022, closing a stake of 11,300 shares — an estimated $206K sold.

Intercontinental Wealth Advisors first reported a position in STWD in Q3 2020 and held it in 5 quarters. The position peaked at $297K in Q1 2021. 464 funds tracked by Wall St. Rank hold STWD as of Q4 2022.

Intercontinental Wealth Advisors reported no remaining Starwood Property Trust position as of Q4 2022 after selling out during the quarter.
Intercontinental Wealth Advisors sold 11,300 Starwood Property Trust shares in Q4 2022, an estimated $206K.
Intercontinental Wealth Advisors first reported a position in Starwood Property Trust in Q3 2020 and held it in 5 quarters.
Intercontinental Wealth Advisors's Starwood Property Trust position peaked at $297K in Q1 2021.
464 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2022.

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