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LGT Financial Advisors’s Starwood Property Trust STWD Stock Holding History

LGT Financial 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
2023
Q4 		– Sell
-25
Closed -$484 – 975
2023
Q3 		$484 Buy
+25
New +$507 ﹤0.01% 901

Other funds holding STWD

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Vanguard Group
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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

LGT Financial Advisors's STWD Position: Q4 2023 in Review

LGT Financial Advisors sold out of Starwood Property Trust (STWD) in Q4 2023, closing a stake of 25 shares — an estimated $484 sold.

LGT Financial Advisors first reported a position in STWD in Q3 2023 and held it in 1 quarter. The position peaked at $484 in Q3 2023. 483 funds tracked by Wall St. Rank hold STWD as of Q4 2023.

  • LGT Financial Advisors reported no remaining Starwood Property Trust position as of Q4 2023 after selling out during the quarter.
  • LGT Financial Advisors sold 25 Starwood Property Trust shares in Q4 2023, an estimated $484.
  • LGT Financial Advisors first reported a position in Starwood Property Trust in Q3 2023 and held it in 1 quarter.
  • LGT Financial Advisors's Starwood Property Trust position peaked at $484 in Q3 2023.
  • 483 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.