SWM
STWD icon

SeaCrest Wealth Management’s Starwood Property Trust STWD Stock Holding History

SeaCrest Wealth Management’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
Q3 		– Sell
-13,095
Closed -$274K – 1416
2022
Q2 		$274K Sell
13,095
-980
-7% -$22.5K 0.03% 496
2022
Q1 		$340K Sell
14,075
-1,850
-12% -$44.7K 0.04% 475
2021
Q4 		$387K Sell
15,925
-450
-3% -$11.3K 0.04% 434
2021
Q3 		$400K Sell
16,375
-300
-2% -$7.67K 0.05% 407
2021
Q2 		$436K Sell
16,675
-600
-3% -$15.3K 0.05% 382
2021
Q1 		$427K Sell
17,275
-325
-2% -$7.04K 0.06% 354
2020
Q4 		$340K Sell
17,600
-1,750
-9% -$29.8K 0.05% 393
2020
Q3 		$292K Sell
19,350
-2,473
-11% -$37.8K 0.05% 402
2020
Q2 		$326K Buy
21,823
+6,191
+40% +$83.4K 0.06% 362
2020
Q1 		$160K Buy
15,632
+1,400
+10% +$30.7K 0.03% 457
2019
Q4 		$354K Buy
14,232
+1,226
+9% +$30K 0.06% 355
2019
Q3 		$315K Buy
+13,006
New +$307K 0.06% 380
2019
Q2 		– Sell
-280
Closed -$6K – 1675
2019
Q1 		$6K Buy
280
+200
+250% +$4.36K ﹤0.01% 1681
2018
Q4 		$2K Buy
80
+20
+33% +$431 ﹤0.01% 1926
2018
Q3 		$1K Hold
60
– – ﹤0.01% 2196
2018
Q2 		$1K Sell
60
-651
-92% -$14K ﹤0.01% 2140
2018
Q1 		$15K Buy
711
+14
+2% +$289 ﹤0.01% 1441
2017
Q4 		$15K Buy
+697
New +$15.1K ﹤0.01% 1448

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
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

SeaCrest Wealth Management's STWD Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Starwood Property Trust (STWD) in Q3 2022, closing a stake of 13,095 shares — an estimated $274K sold.

SeaCrest Wealth Management first reported a position in STWD in Q4 2017 and held it in 18 quarters. The position peaked at $436K in Q2 2021. 444 funds tracked by Wall St. Rank hold STWD as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Starwood Property Trust position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 13,095 Starwood Property Trust shares in Q3 2022, an estimated $274K.
  • SeaCrest Wealth Management first reported a position in Starwood Property Trust in Q4 2017 and held it in 18 quarters.
  • SeaCrest Wealth Management's Starwood Property Trust position peaked at $436K in Q2 2021.
  • 444 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.