SFS
STWD icon

Sowell Financial Services’s Starwood Property Trust STWD Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-2,851
Closed -$72K – 2445
2021
Q1 		$72K Sell
2,851
-247
-8% -$5.35K ﹤0.01% 1507
2020
Q4 		$60K Sell
3,098
-690
-18% -$11.7K ﹤0.01% 1335
2020
Q3 		$57K Buy
3,788
+500
+15% +$7.63K ﹤0.01% 1167
2020
Q2 		$49K Sell
3,288
-10,852
-77% -$146K ﹤0.01% 1166
2020
Q1 		$145K Buy
14,140
+826
+6% +$18.1K 0.01% 745
2019
Q4 		$331K Buy
13,314
+6,249
+88% +$153K 0.03% 569
2019
Q3 		$171K Buy
+7,065
New +$167K 0.01% 687

Other funds holding STWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return