SIAG
STWD icon

Safeguard Investment Advisory Group’s Starwood Property Trust STWD Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-585
Closed -$11K – 631
2020
Q4 		$11K Buy
+585
New +$9.96K 0.01% 399

Other funds holding STWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Safeguard Investment Advisory Group's STWD Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Starwood Property Trust (STWD) in Q1 2021, closing a stake of 585 shares — an estimated $11K sold.

Safeguard Investment Advisory Group first reported a position in STWD in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 408 funds tracked by Wall St. Rank hold STWD as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Starwood Property Trust position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 585 Starwood Property Trust shares in Q1 2021, an estimated $11K.
  • Safeguard Investment Advisory Group first reported a position in Starwood Property Trust in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Starwood Property Trust position peaked at $11K in Q4 2020.
  • 408 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.