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

Lantern 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
2024 Q3	–	Sell	-10,950	Closed	-$207K	–	134
2024 Q2	$207K	Hold	10,950	–	–	0.15%	123
2024 Q1	$223K	Hold	10,950	–	–	0.16%	118
2023 Q4	$230K	Buy	+10,950	New	+$215K	0.18%	106

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lantern Wealth Advisors's STWD Position: Q3 2024 in Review

Lantern Wealth Advisors sold out of Starwood Property Trust (STWD) in Q3 2024, closing a stake of 10,950 shares — an estimated $207K sold.

Lantern Wealth Advisors first reported a position in STWD in Q4 2023 and held it in 3 quarters. The position peaked at $230K in Q4 2023. 507 funds tracked by Wall St. Rank hold STWD as of Q3 2024.

Lantern Wealth Advisors reported no remaining Starwood Property Trust position as of Q3 2024 after selling out during the quarter.
Lantern Wealth Advisors sold 10,950 Starwood Property Trust shares in Q3 2024, an estimated $207K.
Lantern Wealth Advisors first reported a position in Starwood Property Trust in Q4 2023 and held it in 3 quarters.
Lantern Wealth Advisors's Starwood Property Trust position peaked at $230K in Q4 2023.
507 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2024.

Based on Lantern Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.