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Toth Financial Advisory’s Starwood Property Trust STWD Stock Holding History

Toth Financial Advisory’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
Q3 		– Sell
-1,500
Closed -$29.1K – 842
2023
Q2 		$29.1K Buy
+1,500
New +$26.7K ﹤0.01% 335
2022
Q2 		– Sell
-75
Closed -$2K – 770
2022
Q1 		$2K Buy
+75
New +$1.81K ﹤0.01% 645

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Toth Financial Advisory's STWD Position: Q3 2023 in Review

Toth Financial Advisory sold out of Starwood Property Trust (STWD) in Q3 2023, closing a stake of 1,500 shares — an estimated $29.1K sold.

Toth Financial Advisory first reported a position in STWD in Q1 2022 and held it in 2 quarters. The position peaked at $29.1K in Q2 2023. 452 funds tracked by Wall St. Rank hold STWD as of Q3 2023.

  • Toth Financial Advisory reported no remaining Starwood Property Trust position as of Q3 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 1,500 Starwood Property Trust shares in Q3 2023, an estimated $29.1K.
  • Toth Financial Advisory first reported a position in Starwood Property Trust in Q1 2022 and held it in 2 quarters.
  • Toth Financial Advisory's Starwood Property Trust position peaked at $29.1K in Q2 2023.
  • 452 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2023.

Based on Toth Financial Advisory's 13F filing for Q3 2023, filed 12 Oct 2023.