NWS
STWD icon

Newport Wealth Strategies’s Starwood Property Trust STWD Stock Holding History

Newport Wealth Strategies’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
2020
Q1 		– Sell
-13,913
Closed -$344K – 103
2019
Q4 		$344K Buy
+13,913
New +$340K 0.25% 74

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Newport Wealth Strategies's STWD Position: Q1 2020 in Review

Newport Wealth Strategies sold out of Starwood Property Trust (STWD) in Q1 2020, closing a stake of 13,913 shares — an estimated $344K sold.

Newport Wealth Strategies first reported a position in STWD in Q4 2019 and held it in 1 quarter. The position peaked at $344K in Q4 2019. 441 funds tracked by Wall St. Rank hold STWD as of Q1 2020.

  • Newport Wealth Strategies reported no remaining Starwood Property Trust position as of Q1 2020 after selling out during the quarter.
  • Newport Wealth Strategies sold 13,913 Starwood Property Trust shares in Q1 2020, an estimated $344K.
  • Newport Wealth Strategies first reported a position in Starwood Property Trust in Q4 2019 and held it in 1 quarter.
  • Newport Wealth Strategies's Starwood Property Trust position peaked at $344K in Q4 2019.
  • 441 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2020.

Based on Newport Wealth Strategies's 13F filing for Q1 2020, filed 16 Apr 2020.