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Ten Capital Wealth Advisors’s Starwood Property Trust STWD Stock Holding History

Ten Capital 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
-415
Closed -$7.34K – 488
2023
Q1 		$7.34K Hold
415
– – ﹤0.01% 390
2022
Q4 		$7.61K Hold
415
– – ﹤0.01% 340
2022
Q3 		$8K Hold
415
– – ﹤0.01% 348
2022
Q2 		$9K Hold
415
– – ﹤0.01% 277
2022
Q1 		$10K Buy
+415
New +$10K ﹤0.01% 297

Other funds holding STWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ten Capital Wealth Advisors's STWD Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Starwood Property Trust (STWD) in Q2 2023, closing a stake of 415 shares — an estimated $7.34K sold.

Ten Capital Wealth Advisors first reported a position in STWD in Q1 2022 and held it in 5 quarters. The position peaked at $10K in Q1 2022. 454 funds tracked by Wall St. Rank hold STWD as of Q2 2023.

  • Ten Capital Wealth Advisors reported no remaining Starwood Property Trust position as of Q2 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 415 Starwood Property Trust shares in Q2 2023, an estimated $7.34K.
  • Ten Capital Wealth Advisors first reported a position in Starwood Property Trust in Q1 2022 and held it in 5 quarters.
  • Ten Capital Wealth Advisors's Starwood Property Trust position peaked at $10K in Q1 2022.
  • 454 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.