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TFO Wealth Partners’s Starwood Property Trust STWD Stock Holding History

TFO Wealth Partners’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
2021
Q1 		– Sell
-2,140
Closed -$41K – 177
2020
Q4 		$41K Buy
+2,140
New +$36.4K 0.01% 54
2020
Q3 		– Sell
-150
Closed -$2K – 186
2020
Q2 		$2K Buy
+150
New +$2.02K ﹤0.01% 127

Other funds holding STWD

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

TFO Wealth Partners's STWD Position: Q1 2021 in Review

TFO Wealth Partners sold out of Starwood Property Trust (STWD) in Q1 2021, closing a stake of 2,140 shares — an estimated $41K sold.

TFO Wealth Partners first reported a position in STWD in Q2 2020 and held it in 2 quarters. The position peaked at $41K in Q4 2020. 408 funds tracked by Wall St. Rank hold STWD as of Q1 2021.

  • TFO Wealth Partners reported no remaining Starwood Property Trust position as of Q1 2021 after selling out during the quarter.
  • TFO Wealth Partners sold 2,140 Starwood Property Trust shares in Q1 2021, an estimated $41K.
  • TFO Wealth Partners first reported a position in Starwood Property Trust in Q2 2020 and held it in 2 quarters.
  • TFO Wealth Partners's Starwood Property Trust position peaked at $41K in Q4 2020.
  • 408 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2021.

Based on TFO Wealth Partners's 13F filing for Q1 2021, filed 22 Apr 2021.