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Safeguard Financial’s Starwood Property Trust STWD Stock Holding History

Safeguard Financial’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
Q3 		– Sell
-25
Closed -$1K – 489
2023
Q2 		$1K Buy
+25
New +$444 ﹤0.01% 579

Other funds holding STWD

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State Street
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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
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Safeguard Financial's STWD Position: Q3 2023 in Review

Safeguard Financial sold out of Starwood Property Trust (STWD) in Q3 2023, closing a stake of 25 shares — an estimated $1K sold.

Safeguard Financial first reported a position in STWD in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 452 funds tracked by Wall St. Rank hold STWD as of Q3 2023.

  • Safeguard Financial reported no remaining Starwood Property Trust position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 25 Starwood Property Trust shares in Q3 2023, an estimated $1K.
  • Safeguard Financial first reported a position in Starwood Property Trust in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's Starwood Property Trust position peaked at $1K in Q2 2023.
  • 452 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.