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

Lenox 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
2022 Q1	$24K	Hold	1,043	–	–	﹤0.01%	353
2021 Q4	$25K	Hold	1,043	–	–	﹤0.01%	360
2021 Q3	$25K	Hold	1,043	–	–	﹤0.01%	330
2021 Q2	$27K	Hold	1,043	–	–	﹤0.01%	318
2021 Q1	$26K	Hold	1,043	–	–	﹤0.01%	271
2020 Q4	$20K	Hold	1,043	–	–	﹤0.01%	321
2020 Q3	$16K	Hold	1,043	–	–	﹤0.01%	321
2020 Q2	$16K	Hold	1,043	–	–	﹤0.01%	326
2020 Q1	$11K	Sell	1,043 -950	-48%	-$20.8K	﹤0.01%	332
2019 Q4	$50K	Buy	1,993 +950	+91%	+$23.2K	0.01%	177
2019 Q3	$25K	Buy	+1,043	New	+$24.6K	﹤0.01%	261
2018 Q3	–	Sell	-50	Closed	-$1K	–	510
2018 Q2	$1K	Buy	+50	New	+$1.08K	﹤0.01%	528

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

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

Lenox Wealth Advisors's STWD Position: Q1 2022 in Review

Lenox Wealth Advisors held its Starwood Property Trust (STWD) position steady in Q1 2022 at 1,043 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Lenox Wealth Advisors first reported a position in STWD in Q2 2018 and has held it in 12 quarters since. The position peaked at $50K in Q4 2019. 476 funds tracked by Wall St. Rank hold STWD as of Q1 2022.

Lenox Wealth Advisors held 1,043 shares of Starwood Property Trust worth $24K as of Q1 2022.
Lenox Wealth Advisors left its Starwood Property Trust share count unchanged in Q1 2022.
Starwood Property Trust made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #353 holding.
Lenox Wealth Advisors first reported a position in Starwood Property Trust in Q2 2018 and has held it in 12 quarters since.
Lenox Wealth Advisors's Starwood Property Trust position peaked at $50K in Q4 2019.
476 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.