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Liberty Wealth Management’s Starwood Property Trust STWD Stock Holding History

Liberty 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
2021
Q4 		– Sell
-176
Closed -$4K – 988
2021
Q3 		$4K Hold
176
– – ﹤0.01% 987
2021
Q2 		$5K Hold
176
– – ﹤0.01% 801
2021
Q1 		$3K Hold
176
– – ﹤0.01% 784
2020
Q4 		$3K Sell
176
-535
-75% -$9.1K ﹤0.01% 780
2020
Q3 		$11K Buy
711
+17
+2% +$260 0.01% 505
2020
Q2 		$10K Buy
694
+18
+3% +$242 0.01% 502
2020
Q1 		$7K Buy
676
+500
+284% +$11K 0.01% 525
2019
Q4 		$4K Hold
176
– – ﹤0.01% 704
2019
Q3 		$4K Buy
+176
New +$4.15K ﹤0.01% 681
2019
Q1 		– Sell
-281
Closed -$5K – 842
2018
Q4 		$5K Buy
+281
New +$6.06K ﹤0.01% 556

Other funds holding STWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Liberty Wealth Management's STWD Position: Q4 2021 in Review

Liberty Wealth Management sold out of Starwood Property Trust (STWD) in Q4 2021, closing a stake of 176 shares — an estimated $4K sold.

Liberty Wealth Management first reported a position in STWD in Q4 2018 and held it in 10 quarters. The position peaked at $11K in Q3 2020. 477 funds tracked by Wall St. Rank hold STWD as of Q4 2021.

  • Liberty Wealth Management reported no remaining Starwood Property Trust position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 176 Starwood Property Trust shares in Q4 2021, an estimated $4K.
  • Liberty Wealth Management first reported a position in Starwood Property Trust in Q4 2018 and held it in 10 quarters.
  • Liberty Wealth Management's Starwood Property Trust position peaked at $11K in Q3 2020.
  • 477 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.