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San Luis Wealth Advisors’s Starwood Property Trust STWD Stock Holding History

San Luis 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
2022
Q2 		– Sell
-6,281
Closed -$153K – 378
2022
Q1 		$153K Buy
+6,281
New +$152K 0.07% 172
2020
Q4 		$534K Buy
+27,680
New +$471K 0.34% 76

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

San Luis Wealth Advisors's STWD Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Starwood Property Trust (STWD) in Q2 2022, closing a stake of 6,281 shares — an estimated $153K sold.

San Luis Wealth Advisors first reported a position in STWD in Q4 2020 and held it in 2 quarters. The position peaked at $534K in Q4 2020. 456 funds tracked by Wall St. Rank hold STWD as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining Starwood Property Trust position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 6,281 Starwood Property Trust shares in Q2 2022, an estimated $153K.
  • San Luis Wealth Advisors first reported a position in Starwood Property Trust in Q4 2020 and held it in 2 quarters.
  • San Luis Wealth Advisors's Starwood Property Trust position peaked at $534K in Q4 2020.
  • 456 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.