SFMG Wealth Advisors’s Starwood Property Trust STWD Stock Holding History

SFMG 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	-8,633	Closed	-$209K	–	311
2022 Q1	$209K	Sell	8,633 -1,740	-17%	-$42K	0.02%	267
2021 Q4	$252K	Buy	+10,373	New	+$262K	0.02%	230
2021 Q3	–	Sell	-8,009	Closed	-$210K	–	279
2021 Q2	$210K	Buy	+8,009	New	+$204K	0.02%	239

Other funds holding STWD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

SFMG Wealth Advisors's STWD Position: Q2 2022 in Review

SFMG Wealth Advisors sold out of Starwood Property Trust (STWD) in Q2 2022, closing a stake of 8,633 shares — an estimated $209K sold.

SFMG Wealth Advisors first reported a position in STWD in Q2 2021 and held it in 3 quarters. The position peaked at $252K in Q4 2021. 456 funds tracked by Wall St. Rank hold STWD as of Q2 2022.

SFMG Wealth Advisors reported no remaining Starwood Property Trust position as of Q2 2022 after selling out during the quarter.
SFMG Wealth Advisors sold 8,633 Starwood Property Trust shares in Q2 2022, an estimated $209K.
SFMG Wealth Advisors first reported a position in Starwood Property Trust in Q2 2021 and held it in 3 quarters.
SFMG Wealth Advisors's Starwood Property Trust position peaked at $252K in Q4 2021.
456 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2022.

Based on SFMG Wealth Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.