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Spearhead Capital Advisors’s Starwood Property Trust STWD Stock Holding History

Spearhead Capital 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
Q3 		$371K Sell
20,345
-4,420
-18% -$100K 0.4% 69
2022
Q2 		$517K Sell
24,765
-1,200
-5% -$27.6K 0.08% 83
2022
Q1 		$628K Buy
+25,965
New +$627K 0.08% 79

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

Spearhead Capital Advisors's STWD Position: Q3 2022 in Review

Spearhead Capital Advisors reduced its Starwood Property Trust (STWD) stake by 18% in Q3 2022, selling an estimated $100K and leaving 20,345 shares worth $371K. The position accounts for 0.4% of the portfolio, ranked #69.

Spearhead Capital Advisors first reported a position in STWD in Q1 2022 and has held it in 3 quarters since. The position peaked at $628K in Q1 2022. 445 funds tracked by Wall St. Rank hold STWD as of Q3 2022.

  • Spearhead Capital Advisors held 20,345 shares of Starwood Property Trust worth $371K as of Q3 2022.
  • Spearhead Capital Advisors sold 4,420 Starwood Property Trust shares in Q3 2022, an estimated $100K.
  • Starwood Property Trust made up 0.4% of Spearhead Capital Advisors's portfolio in Q3 2022, its #69 holding.
  • Spearhead Capital Advisors first reported a position in Starwood Property Trust in Q1 2022 and has held it in 3 quarters since.
  • Spearhead Capital Advisors's Starwood Property Trust position peaked at $628K in Q1 2022.
  • 445 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.