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My Personal CFO LLC’s Starwood Property Trust STWD Stock Holding History

My Personal CFO LLC’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
Q1 		– Sell
-23
Closed -$422 – 720
2022
Q4 		$422 Buy
+23
New +$458 ﹤0.01% 775

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

My Personal CFO LLC's STWD Position: Q1 2023 in Review

My Personal CFO LLC sold out of Starwood Property Trust (STWD) in Q1 2023, closing a stake of 23 shares — an estimated $422 sold.

My Personal CFO LLC first reported a position in STWD in Q4 2022 and held it in 1 quarter. The position peaked at $422 in Q4 2022. 455 funds tracked by Wall St. Rank hold STWD as of Q1 2023.

  • My Personal CFO LLC reported no remaining Starwood Property Trust position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 23 Starwood Property Trust shares in Q1 2023, an estimated $422.
  • My Personal CFO LLC first reported a position in Starwood Property Trust in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's Starwood Property Trust position peaked at $422 in Q4 2022.
  • 455 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.