TD Ameritrade Investment Management’s Starwood Property Trust STWD Stock Holding History

TD Ameritrade Investment Management’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	-95	Closed	-$2K	–	599
2023 Q1	$2K	Hold	95	–	–	﹤0.01%	506
2022 Q4	$2K	Sell	95 -44	-32%	-$877	﹤0.01%	513
2022 Q3	$3K	Sell	139 -34	-20%	-$770	﹤0.01%	479
2022 Q2	$4K	Buy	173 +5	+3%	+$115	﹤0.01%	496
2022 Q1	$4K	Hold	168	–	–	﹤0.01%	570
2021 Q4	$4K	Sell	168 -161	-49%	-$4.06K	﹤0.01%	552
2021 Q3	$5K	Buy	329 +161	+96%	+$4.12K	﹤0.01%	523
2021 Q2	$4K	Sell	168 -95	-36%	-$2.42K	﹤0.01%	555
2021 Q1	$5K	Hold	263	–	–	﹤0.01%	530
2020 Q4	$5K	Sell	263 -66	-20%	-$1.12K	﹤0.01%	530
2020 Q3	$5K	Hold	329	–	–	﹤0.01%	523
2020 Q2	$5K	Sell	329 -21	-6%	-$283	﹤0.01%	516
2020 Q1	$4K	Buy	350 +99	+39%	+$2.17K	﹤0.01%	505
2019 Q4	$6K	Sell	251 -33	-12%	-$808	﹤0.01%	508
2019 Q3	$7K	Buy	284 +99	+54%	+$2.33K	﹤0.01%	483
2019 Q2	$4K	Sell	185 -138	-43%	-$3.13K	﹤0.01%	521
2019 Q1	$7K	Sell	323 -18	-5%	-$393	﹤0.01%	409
2018 Q4	$7K	Sell	341 -57	-14%	-$1.23K	﹤0.01%	409
2018 Q3	$9K	Sell	398 -754	-65%	-$16.7K	﹤0.01%	345
2018 Q2	$25K	Buy	+1,152	New	+$24.8K	﹤0.01%	176

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

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

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

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

TD Ameritrade Investment Management's STWD Position: Q2 2023 in Review

TD Ameritrade Investment Management sold out of Starwood Property Trust (STWD) in Q2 2023, closing a stake of 95 shares — an estimated $2K sold.

TD Ameritrade Investment Management first reported a position in STWD in Q2 2018 and held it in 20 quarters. The position peaked at $25K in Q2 2018. 453 funds tracked by Wall St. Rank hold STWD as of Q2 2023.

TD Ameritrade Investment Management reported no remaining Starwood Property Trust position as of Q2 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 95 Starwood Property Trust shares in Q2 2023, an estimated $2K.
TD Ameritrade Investment Management first reported a position in Starwood Property Trust in Q2 2018 and held it in 20 quarters.
TD Ameritrade Investment Management's Starwood Property Trust position peaked at $25K in Q2 2018.
453 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q2 2023, filed 10 Aug 2023.