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

Monograph 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
Q2 		– Sell
-30,000
Closed -$624K – 153
2024
Q1 		$624K Buy
+30,000
New +$607K 0.09% 83

Other funds holding STWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Monograph Wealth Advisors's STWD Position: Q2 2024 in Review

Monograph Wealth Advisors sold out of Starwood Property Trust (STWD) in Q2 2024, closing a stake of 30,000 shares — an estimated $624K sold.

Monograph Wealth Advisors first reported a position in STWD in Q1 2024 and held it in 1 quarter. The position peaked at $624K in Q1 2024. 492 funds tracked by Wall St. Rank hold STWD as of Q2 2024.

  • Monograph Wealth Advisors reported no remaining Starwood Property Trust position as of Q2 2024 after selling out during the quarter.
  • Monograph Wealth Advisors sold 30,000 Starwood Property Trust shares in Q2 2024, an estimated $624K.
  • Monograph Wealth Advisors first reported a position in Starwood Property Trust in Q1 2024 and held it in 1 quarter.
  • Monograph Wealth Advisors's Starwood Property Trust position peaked at $624K in Q1 2024.
  • 492 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2024.

Based on Monograph Wealth Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.