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Laurel Wealth Advisors (North Carolina)’s Starwood Property Trust STWD Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q3 		– Sell
-261
Closed -$7K – 735
2021
Q2 		$7K Buy
261
+5
+2% +$127 ﹤0.01% 504
2021
Q1 		$6K Buy
256
+6
+2% +$130 ﹤0.01% 481
2020
Q4 		$5K Buy
+250
New +$4.25K ﹤0.01% 485

Other funds holding STWD

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BlackRock
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CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s STWD Position: Q3 2021 in Review

Laurel Wealth Advisors (North Carolina) sold out of Starwood Property Trust (STWD) in Q3 2021, closing a stake of 261 shares — an estimated $7K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in STWD in Q4 2020 and held it in 3 quarters. The position peaked at $7K in Q2 2021. 425 funds tracked by Wall St. Rank hold STWD as of Q3 2021.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Starwood Property Trust position as of Q3 2021 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 261 Starwood Property Trust shares in Q3 2021, an estimated $7K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Starwood Property Trust in Q4 2020 and held it in 3 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Starwood Property Trust position peaked at $7K in Q2 2021.
  • 425 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2021.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2021, filed 12 Nov 2021.