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

Sutton 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
2023 Q3	$194K	Sell	10,041 -310	-3%	-$6.29K	0.1%	110
2023 Q2	$201K	Hold	10,351	–	–	0.1%	106
2023 Q1	$183K	Buy	10,351 +310	+3%	+$5.99K	0.1%	111
2022 Q4	$184K	Hold	10,041	–	–	0.07%	182
2022 Q3	$183K	Hold	10,041	–	–	0.07%	177
2022 Q2	$210K	Hold	10,041	–	–	0.08%	162
2022 Q1	$243K	Hold	10,041	–	–	0.08%	161
2021 Q4	$244K	Hold	10,041	–	–	0.08%	164
2021 Q3	$245K	Hold	10,041	–	–	0.09%	157
2021 Q2	$263K	Hold	10,041	–	–	0.1%	151
2021 Q1	$248K	Hold	10,041	–	–	0.1%	146
2020 Q4	$194K	Hold	10,041	–	–	0.08%	160
2020 Q3	$152K	Hold	10,041	–	–	0.07%	168
2020 Q2	$150K	Hold	10,041	–	–	0.08%	164
2020 Q1	$103K	Buy	+10,041	New	+$220K	0.06%	190
2017 Q2	–	Sell	-718	Closed	-$16.2K	–	1104
2017 Q1	$16.2K	Buy	+718	New	+$16.2K	0.01%	585

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Sutton Wealth Advisors's STWD Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Starwood Property Trust (STWD) stake by 3% in Q3 2023, selling an estimated $6.29K and leaving 10,041 shares worth $194K. The position accounts for 0.1% of the portfolio, ranked #110.

Sutton Wealth Advisors first reported a position in STWD in Q1 2017 and has held it in 16 quarters since. The position peaked at $263K in Q2 2021. 453 funds tracked by Wall St. Rank hold STWD as of Q3 2023.

Sutton Wealth Advisors held 10,041 shares of Starwood Property Trust worth $194K as of Q3 2023.
Sutton Wealth Advisors sold 310 Starwood Property Trust shares in Q3 2023, an estimated $6.29K.
Starwood Property Trust made up 0.1% of Sutton Wealth Advisors's portfolio in Q3 2023, its #110 holding.
Sutton Wealth Advisors first reported a position in Starwood Property Trust in Q1 2017 and has held it in 16 quarters since.
Sutton Wealth Advisors's Starwood Property Trust position peaked at $263K in Q2 2021.
453 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.