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Regent Peak Wealth Advisors’s Starwood Property Trust STWD Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-33
Closed -$1K – 868
2020
Q4 		$1K Buy
+33
New +$562 ﹤0.01% 990

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CCMLC
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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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Regent Peak Wealth Advisors's STWD Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Starwood Property Trust (STWD) in Q1 2021, closing a stake of 33 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in STWD in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 408 funds tracked by Wall St. Rank hold STWD as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Starwood Property Trust position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 33 Starwood Property Trust shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Starwood Property Trust in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Starwood Property Trust position peaked at $1K in Q4 2020.
  • 408 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.