Janiczek Wealth Management’s Starwood Property Trust STWD Stock Holding History

Janiczek 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	$2.14K	Hold	113	–	–	﹤0.01%	850
2024 Q1	$2.29K	Sell	113 -64	-36%	-$1.3K	﹤0.01%	851
2023 Q4	$3.73K	Sell	177 -251	-59%	-$4.93K	﹤0.01%	782
2023 Q3	$8.36K	Buy	428 +3	+0.7%	+$61	﹤0.01%	663
2023 Q2	$8.34K	Buy	425 +127	+43%	+$2.26K	﹤0.01%	596
2023 Q1	$5.1K	Sell	298 -3	-1%	-$58	﹤0.01%	663
2022 Q4	$6.01K	Buy	301 +201	+201%	+$4K	﹤0.01%	632
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	784
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	801
2022 Q1	$2K	Hold	100	–	–	﹤0.01%	789
2021 Q4	$2K	Hold	100	–	–	﹤0.01%	851
2021 Q3	$2K	Hold	100	–	–	﹤0.01%	828
2021 Q2	$3K	Buy	+100	New	+$2.55K	﹤0.01%	730
2020 Q3	–	Sell	-106	Closed	-$2K	–	719
2020 Q2	$2K	Buy	+106	New	+$1.43K	﹤0.01%	304

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

Janiczek Wealth Management's STWD Position: Q2 2024 in Review

Janiczek Wealth Management held its Starwood Property Trust (STWD) position steady in Q2 2024 at 113 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Janiczek Wealth Management first reported a position in STWD in Q2 2020 and has held it in 14 quarters since. The position peaked at $8.36K in Q3 2023. 492 funds tracked by Wall St. Rank hold STWD as of Q2 2024.

Janiczek Wealth Management held 113 shares of Starwood Property Trust worth $2.14K as of Q2 2024.
Janiczek Wealth Management left its Starwood Property Trust share count unchanged in Q2 2024.
Starwood Property Trust made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #850 holding.
Janiczek Wealth Management first reported a position in Starwood Property Trust in Q2 2020 and has held it in 14 quarters since.
Janiczek Wealth Management's Starwood Property Trust position peaked at $8.36K in Q3 2023.
492 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.