Total Clarity Wealth Management’s Starwood Property Trust STWD Stock Holding History

Total Clarity Wealth 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
2022 Q3	–	Sell	-5,100	Closed	-$107K	–	891
2022 Q2	$107K	Buy	+5,100	New	+$117K	0.06%	309
2022 Q1	–	Sell	-4,950	Closed	-$120K	–	833
2021 Q4	$120K	Hold	4,950	–	–	0.05%	290
2021 Q3	$121K	Buy	+4,950	New	+$127K	0.06%	281
2021 Q2	–	Sell	-4,950	Closed	-$122K	–	678
2021 Q1	$122K	Buy	+4,950	New	+$107K	0.07%	221
2020 Q1	–	Sell	-1,435	Closed	-$36K	–	553
2019 Q4	$36K	Buy	+1,435	New	+$35.1K	0.03%	311

Other funds holding STWD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Total Clarity Wealth Management's STWD Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Starwood Property Trust (STWD) in Q3 2022, closing a stake of 5,100 shares — an estimated $107K sold.

Total Clarity Wealth Management first reported a position in STWD in Q4 2019 and held it in 5 quarters. The position peaked at $122K in Q1 2021. 444 funds tracked by Wall St. Rank hold STWD as of Q3 2022.

Total Clarity Wealth Management reported no remaining Starwood Property Trust position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 5,100 Starwood Property Trust shares in Q3 2022, an estimated $107K.
Total Clarity Wealth Management first reported a position in Starwood Property Trust in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's Starwood Property Trust position peaked at $122K in Q1 2021.
444 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.