Private Wealth Management Group’s Starwood Property Trust STWD Stock Holding History

Private Wealth Management Group’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	-59	Closed	-$1.2K	–	1605
2024 Q1	$1.2K	Hold	59	–	–	﹤0.01%	1193
2023 Q4	$1.24K	Buy	+59	New	+$1.16K	﹤0.01%	1191

Other funds holding STWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Private Wealth Management Group's STWD Position: Q2 2024 in Review

Private Wealth Management Group sold out of Starwood Property Trust (STWD) in Q2 2024, closing a stake of 59 shares — an estimated $1.2K sold.

Private Wealth Management Group first reported a position in STWD in Q4 2023 and held it in 2 quarters. The position peaked at $1.24K in Q4 2023. 492 funds tracked by Wall St. Rank hold STWD as of Q2 2024.

Private Wealth Management Group reported no remaining Starwood Property Trust position as of Q2 2024 after selling out during the quarter.
Private Wealth Management Group sold 59 Starwood Property Trust shares in Q2 2024, an estimated $1.2K.
Private Wealth Management Group first reported a position in Starwood Property Trust in Q4 2023 and held it in 2 quarters.
Private Wealth Management Group's Starwood Property Trust position peaked at $1.24K in Q4 2023.
492 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2024.

Based on Private Wealth Management Group's 13F filing for Q2 2024, filed 13 Aug 2024.