Lake Point Wealth Management’s Starwood Property Trust STWD Stock Holding History

Lake Point 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
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	340
2022 Q1	$2K	Hold	100	–	–	﹤0.01%	348
2021 Q4	$2K	Hold	100	–	–	﹤0.01%	352
2021 Q3	$2K	Hold	100	–	–	﹤0.01%	334
2021 Q2	$3K	Buy	+100	New	+$2.55K	﹤0.01%	305
2019 Q2	$2K	Hold	100	–	–	﹤0.01%	553
2019 Q1	$2K	Sell	100 -10,307	-99%	-$225K	﹤0.01%	551
2018 Q4	$205K	Buy	+10,407	New	+$224K	0.08%	147

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

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

Norges Bank Oslo, Norway $935B AUM

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lake Point Wealth Management's STWD Position: Q2 2022 in Review

Lake Point Wealth Management held its Starwood Property Trust (STWD) position steady in Q2 2022 at 100 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Lake Point Wealth Management first reported a position in STWD in Q4 2018 and has held it in 8 quarters since. The position peaked at $205K in Q4 2018. 456 funds tracked by Wall St. Rank hold STWD as of Q2 2022.

Lake Point Wealth Management held 100 shares of Starwood Property Trust worth $2K as of Q2 2022.
Lake Point Wealth Management left its Starwood Property Trust share count unchanged in Q2 2022.
Starwood Property Trust made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #340 holding.
Lake Point Wealth Management first reported a position in Starwood Property Trust in Q4 2018 and has held it in 8 quarters since.
Lake Point Wealth Management's Starwood Property Trust position peaked at $205K in Q4 2018.
456 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.