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	–	2441
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Sowell Financial Services's STWD Position: Q2 2021 in Review

Sowell Financial Services sold out of Starwood Property Trust (STWD) in Q2 2021, closing a stake of 2,851 shares — an estimated $72K sold.

Sowell Financial Services first reported a position in STWD in Q3 2019 and held it in 7 quarters. The position peaked at $331K in Q4 2019. 417 funds tracked by Wall St. Rank hold STWD as of Q2 2021.

Sowell Financial Services reported no remaining Starwood Property Trust position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 2,851 Starwood Property Trust shares in Q2 2021, an estimated $72K.
Sowell Financial Services first reported a position in Starwood Property Trust in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's Starwood Property Trust position peaked at $331K in Q4 2019.
417 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.