U.S. Capital Wealth Advisors’s Starwood Property Trust STWD Stock Holding History

U.S. 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	-29,800	Closed	-$527K	–	696
2023 Q1	$527K	Sell	29,800 -28,784	-49%	-$556K	0.02%	419
2022 Q4	$1.07M	Sell	58,584 -14,384	-20%	-$287K	0.05%	318
2022 Q3	$1.33M	Hold	72,968	–	–	0.07%	275
2022 Q2	$1.52M	Hold	72,968	–	–	0.07%	269
2022 Q1	$1.76M	Hold	72,968	–	–	0.06%	283
2021 Q4	$1.77M	Sell	72,968 -27,127	-27%	-$684K	0.07%	284
2021 Q3	$2.31M	Buy	+100,095	New	+$2.56M	0.1%	223

Other funds holding STWD

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

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

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

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

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 New York $544B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

U.S. Capital Wealth Advisors's STWD Position: Q2 2023 in Review

U.S. Capital Wealth Advisors sold out of Starwood Property Trust (STWD) in Q2 2023, closing a stake of 29,800 shares — an estimated $527K sold.

U.S. Capital Wealth Advisors first reported a position in STWD in Q3 2021 and held it in 7 quarters. The position peaked at $2.31M in Q3 2021. 453 funds tracked by Wall St. Rank hold STWD as of Q2 2023.

U.S. Capital Wealth Advisors reported no remaining Starwood Property Trust position as of Q2 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 29,800 Starwood Property Trust shares in Q2 2023, an estimated $527K.
U.S. Capital Wealth Advisors first reported a position in Starwood Property Trust in Q3 2021 and held it in 7 quarters.
U.S. Capital Wealth Advisors's Starwood Property Trust position peaked at $2.31M in Q3 2021.
453 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.