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TrinityPoint Wealth’s Starwood Property Trust STWD Stock Holding History

TrinityPoint Wealth’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
Q2 		– Sell
-8,893
Closed -$215K – 313
2022
Q1 		$215K Buy
+8,893
New +$215K 0.04% 293

Other funds holding STWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TrinityPoint Wealth's STWD Position: Q2 2022 in Review

TrinityPoint Wealth sold out of Starwood Property Trust (STWD) in Q2 2022, closing a stake of 8,893 shares — an estimated $215K sold.

TrinityPoint Wealth first reported a position in STWD in Q1 2022 and held it in 1 quarter. The position peaked at $215K in Q1 2022. 456 funds tracked by Wall St. Rank hold STWD as of Q2 2022.

  • TrinityPoint Wealth reported no remaining Starwood Property Trust position as of Q2 2022 after selling out during the quarter.
  • TrinityPoint Wealth sold 8,893 Starwood Property Trust shares in Q2 2022, an estimated $215K.
  • TrinityPoint Wealth first reported a position in Starwood Property Trust in Q1 2022 and held it in 1 quarter.
  • TrinityPoint Wealth's Starwood Property Trust position peaked at $215K in Q1 2022.
  • 456 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2022.

Based on TrinityPoint Wealth's 13F filing for Q2 2022, filed 5 Aug 2022.