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

Selective 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
Q4 		– Sell
-9,578
Closed -$175K – 651
2022
Q3 		$175K Buy
9,578
+700
+8% +$15.9K 0.08% 142
2022
Q2 		$185K Buy
8,878
+6,278
+241% +$144K 0.07% 150
2022
Q1 		$63K Buy
+2,600
New +$62.8K 0.02% 269
2018
Q3 		$3K Buy
+150
New +$3.32K 0.04% 136

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Selective Wealth Management's STWD Position: Q4 2022 in Review

Selective Wealth Management sold out of Starwood Property Trust (STWD) in Q4 2022, closing a stake of 9,578 shares — an estimated $175K sold.

Selective Wealth Management first reported a position in STWD in Q3 2018 and held it in 4 quarters. The position peaked at $185K in Q2 2022. 464 funds tracked by Wall St. Rank hold STWD as of Q4 2022.

  • Selective Wealth Management reported no remaining Starwood Property Trust position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 9,578 Starwood Property Trust shares in Q4 2022, an estimated $175K.
  • Selective Wealth Management first reported a position in Starwood Property Trust in Q3 2018 and held it in 4 quarters.
  • Selective Wealth Management's Starwood Property Trust position peaked at $185K in Q2 2022.
  • 464 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.