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

JFG 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
-25,004
Closed -$508K – 72
2024
Q1 		$508K Hold
25,004
– – 0.14% 32
2023
Q4 		$526K Buy
+25,004
New +$491K 0.15% 38

Other funds holding STWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

JFG Wealth Management sold out of Starwood Property Trust (STWD) in Q2 2024, closing a stake of 25,004 shares — an estimated $508K sold.

JFG Wealth Management first reported a position in STWD in Q4 2023 and held it in 2 quarters. The position peaked at $526K in Q4 2023. 492 funds tracked by Wall St. Rank hold STWD as of Q2 2024.

  • JFG Wealth Management reported no remaining Starwood Property Trust position as of Q2 2024 after selling out during the quarter.
  • JFG Wealth Management sold 25,004 Starwood Property Trust shares in Q2 2024, an estimated $508K.
  • JFG Wealth Management first reported a position in Starwood Property Trust in Q4 2023 and held it in 2 quarters.
  • JFG Wealth Management's Starwood Property Trust position peaked at $526K in Q4 2023.
  • 492 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2024.

Based on JFG Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.