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

TCI 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
Q2 		– Sell
-276
Closed -$4.88K – 1995
2023
Q1 		$4.88K Buy
+276
New +$5.33K ﹤0.01% 1546
2022
Q4 		– Sell
-146
Closed -$3K – 2646
2022
Q3 		$3K Buy
+146
New +$3.31K ﹤0.01% 1840
2020
Q2 		– Sell
-20
Closed – – 1657
2020
Q1 		$0 Sell
20
-1,853
-99% -$40.6K ﹤0.01% 1749
2019
Q4 		$47K Hold
1,873
– – 0.02% 396
2019
Q3 		$45K Hold
1,873
– – 0.02% 348
2019
Q2 		$43K Buy
1,873
+24
+1% +$545 0.02% 339
2019
Q1 		$41K Hold
1,849
– – 0.02% 374
2018
Q4 		$36K Hold
1,849
– – 0.02% 372
2018
Q3 		$40K Hold
1,849
– – 0.02% 378
2018
Q2 		$40K Sell
1,849
-58
-3% -$1.25K 0.02% 359
2018
Q1 		$40K Buy
1,907
+1,722
+931% +$35.6K 0.02% 361
2017
Q4 		$4K Hold
185
– – ﹤0.01% 849
2017
Q3 		$4K Sell
185
-54
-23% -$1.19K ﹤0.01% 797
2017
Q2 		$5K Hold
239
– – ﹤0.01% 766
2017
Q1 		$5K Buy
239
+112
+88% +$2.53K ﹤0.01% 726
2016
Q4 		$3K Hold
127
– – ﹤0.01% 933
2016
Q3 		$3K Hold
127
– – ﹤0.01% 892
2016
Q2 		$3K Hold
127
– – ﹤0.01% 857
2016
Q1 		$2K Buy
+127
New +$2.35K ﹤0.01% 972
2015
Q3 		– Sell
-831
Closed -$18K – 1017
2015
Q2 		$18K Buy
831
+765
+1,159% +$18.1K 0.01% 422
2015
Q1 		$2K Hold
66
– – ﹤0.01% 755
2014
Q4 		$2K Buy
+66
New +$1.52K ﹤0.01% 757
2014
Q1 		– Sell
-2,288
Closed -$51K – 914
2013
Q4 		$51K Buy
+2,288
New +$48.4K 0.03% 248

Other funds holding STWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TCI Wealth Advisors's STWD Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Starwood Property Trust (STWD) in Q2 2023, closing a stake of 276 shares — an estimated $4.88K sold.

TCI Wealth Advisors first reported a position in STWD in Q4 2013 and held it in 23 quarters. The position peaked at $51K in Q4 2013. 453 funds tracked by Wall St. Rank hold STWD as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Starwood Property Trust position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 276 Starwood Property Trust shares in Q2 2023, an estimated $4.88K.
  • TCI Wealth Advisors first reported a position in Starwood Property Trust in Q4 2013 and held it in 23 quarters.
  • TCI Wealth Advisors's Starwood Property Trust position peaked at $51K in Q4 2013.
  • 453 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.