Ropes Wealth Advisors’s Starwood Property Trust STWD Stock Holding History

Ropes 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
2023 Q2	–	Sell	-26,480	Closed	-$468K	–	282
2023 Q1	$468K	Sell	26,480 -312	-1%	-$6.03K	0.08%	181
2022 Q4	$491K	Hold	26,792	–	–	0.09%	169
2022 Q3	$488K	Buy	26,792 +642	+2%	+$14.5K	0.1%	158
2022 Q2	$546K	Sell	26,150 -1,160	-4%	-$26.7K	0.11%	159
2022 Q1	$660K	Buy	+27,310	New	+$660K	0.11%	167
2018 Q4	–	Sell	-690	Closed	-$15K	–	532
2018 Q3	$15K	Hold	690	–	–	﹤0.01%	431
2018 Q2	$15K	Hold	690	–	–	﹤0.01%	442
2018 Q1	$14K	Hold	690	–	–	﹤0.01%	438
2017 Q4	$15K	Hold	690	–	–	﹤0.01%	486
2017 Q3	$15K	Hold	690	–	–	﹤0.01%	463
2017 Q2	$15K	Buy	+690	New	+$15.4K	﹤0.01%	424
2016 Q1	–	Sell	-150	Closed	-$3K	–	517
2015 Q4	$3K	Sell	150 -6,450	-98%	-$133K	﹤0.01%	385
2015 Q3	$135K	Buy	+6,600	New	+$143K	0.07%	160

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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Ropes Wealth Advisors's STWD Position: Q2 2023 in Review

Ropes Wealth Advisors sold out of Starwood Property Trust (STWD) in Q2 2023, closing a stake of 26,480 shares — an estimated $468K sold.

Ropes Wealth Advisors first reported a position in STWD in Q3 2015 and held it in 13 quarters. The position peaked at $660K in Q1 2022. 453 funds tracked by Wall St. Rank hold STWD as of Q2 2023.

Ropes Wealth Advisors reported no remaining Starwood Property Trust position as of Q2 2023 after selling out during the quarter.
Ropes Wealth Advisors sold 26,480 Starwood Property Trust shares in Q2 2023, an estimated $468K.
Ropes Wealth Advisors first reported a position in Starwood Property Trust in Q3 2015 and held it in 13 quarters.
Ropes Wealth Advisors's Starwood Property Trust position peaked at $660K in Q1 2022.
453 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2023.

Based on Ropes Wealth Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.