Tanglewood Legacy Advisors’s Starwood Property Trust STWD Stock Holding History

Tanglewood Legacy 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 Q4	–	Sell	-279	Closed	-$5.4K	–	292
2023 Q3	$5.4K	Hold	279	–	–	﹤0.01%	268
2023 Q2	$5.41K	Hold	279	–	–	﹤0.01%	263
2023 Q1	$4.94K	Hold	279	–	–	﹤0.01%	261
2022 Q4	$5.11K	Buy	+279	New	+$5.56K	﹤0.01%	224

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

Tanglewood Legacy Advisors's STWD Position: Q4 2023 in Review

Tanglewood Legacy Advisors sold out of Starwood Property Trust (STWD) in Q4 2023, closing a stake of 279 shares — an estimated $5.4K sold.

Tanglewood Legacy Advisors first reported a position in STWD in Q4 2022 and held it in 4 quarters. The position peaked at $5.41K in Q2 2023. 483 funds tracked by Wall St. Rank hold STWD as of Q4 2023.

Tanglewood Legacy Advisors reported no remaining Starwood Property Trust position as of Q4 2023 after selling out during the quarter.
Tanglewood Legacy Advisors sold 279 Starwood Property Trust shares in Q4 2023, an estimated $5.4K.
Tanglewood Legacy Advisors first reported a position in Starwood Property Trust in Q4 2022 and held it in 4 quarters.
Tanglewood Legacy Advisors's Starwood Property Trust position peaked at $5.41K in Q2 2023.
483 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2023.

Based on Tanglewood Legacy Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.