JPLA
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Joseph P. Lucia & Associates’s Starwood Property Trust STWD Stock Holding History

Joseph P. Lucia & Associates’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
2021
Q4 		– Sell
-200
Closed -$5K – 500
2021
Q3 		$5K Buy
+200
New +$5.12K ﹤0.01% 444

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCMLC
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Joseph P. Lucia & Associates's STWD Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of Starwood Property Trust (STWD) in Q4 2021, closing a stake of 200 shares — an estimated $5K sold.

Joseph P. Lucia & Associates first reported a position in STWD in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 477 funds tracked by Wall St. Rank hold STWD as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining Starwood Property Trust position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 200 Starwood Property Trust shares in Q4 2021, an estimated $5K.
  • Joseph P. Lucia & Associates first reported a position in Starwood Property Trust in Q3 2021 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's Starwood Property Trust position peaked at $5K in Q3 2021.
  • 477 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.