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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
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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. 494 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.
  • 494 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.