Strategic Wealth Investment Group’s Starwood Property Trust STWD Stock Holding History

Strategic Wealth Investment Group’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
2023 Q4	$5.59M	Buy	265,967 +1,029	+0.4%	+$20.2K	0.84%	41
2023 Q3	$5.13M	Buy	264,938 +10,140	+4%	+$206K	0.93%	37
2023 Q2	$4.94M	Buy	254,798 +60,456	+31%	+$1.07M	0.78%	38
2023 Q1	$3.44M	Buy	194,342 +34,091	+21%	+$658K	0.64%	44
2022 Q4	$3.21M	Buy	160,251 +23,583	+17%	+$470K	0.74%	40
2022 Q3	$2.49M	Buy	136,668 +17,849	+15%	+$404K	0.72%	40
2022 Q2	$2.48M	Sell	118,819 -41,841	-26%	-$962K	0.62%	49
2022 Q1	$3.88M	Buy	160,660 +11,942	+8%	+$289K	0.93%	34
2021 Q4	$3.61M	Buy	148,718 +8,817	+6%	+$222K	0.94%	33
2021 Q3	$3.41M	Buy	139,901 +14,516	+12%	+$371K	1.02%	31
2021 Q2	$3.28M	Buy	125,385 +17,832	+17%	+$454K	1.16%	21
2021 Q1	$2.66M	Buy	107,553 +7,765	+8%	+$168K	1.28%	18
2020 Q4	$1.93M	Buy	99,788 +11,356	+13%	+$193K	1.13%	21
2020 Q3	$1.33M	Buy	88,432 +12,326	+16%	+$188K	1%	29
2020 Q2	$1.14M	Buy	+76,106	New	+$1.02M	1.12%	25

Other funds holding STWD

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CCMLC

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Strategic Wealth Investment Group's STWD Position: Q4 2023 in Review

Strategic Wealth Investment Group increased its Starwood Property Trust (STWD) stake by 0.39% in Q4 2023, buying an estimated $20.2K and bringing the position to 265,967 shares worth $5.59M. The position accounts for 0.84% of the portfolio, ranked #41.

Strategic Wealth Investment Group first reported a position in STWD in Q2 2020 and has held it in 15 quarters since. 483 funds tracked by Wall St. Rank hold STWD as of Q4 2023.

Strategic Wealth Investment Group held 265,967 shares of Starwood Property Trust worth $5.59M as of Q4 2023.
Strategic Wealth Investment Group bought 1,029 Starwood Property Trust shares in Q4 2023, an estimated $20.2K.
Starwood Property Trust made up 0.84% of Strategic Wealth Investment Group's portfolio in Q4 2023, its #41 holding.
Strategic Wealth Investment Group first reported a position in Starwood Property Trust in Q2 2020 and has held it in 15 quarters since.
483 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2023.

Based on Strategic Wealth Investment Group's 13F filing for Q4 2023, filed 16 Jan 2024.