US Financial Advisors’s Starwood Property Trust STWD Stock Holding History

US Financial 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
2022 Q1	–	Sell	-8,881	Closed	-$216K	–	82
2021 Q4	$216K	Hold	8,881	–	–	0.1%	75
2021 Q3	$217K	Hold	8,881	–	–	0.11%	63
2021 Q2	$232K	Hold	8,881	–	–	0.11%	67
2021 Q1	$220K	Buy	+8,881	New	+$192K	0.06%	138

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

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

Norges Bank Oslo, Norway $935B AUM

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

US Financial Advisors's STWD Position: Q1 2022 in Review

US Financial Advisors sold out of Starwood Property Trust (STWD) in Q1 2022, closing a stake of 8,881 shares — an estimated $216K sold.

US Financial Advisors first reported a position in STWD in Q1 2021 and held it in 4 quarters. The position peaked at $232K in Q2 2021. 475 funds tracked by Wall St. Rank hold STWD as of Q1 2022.

US Financial Advisors reported no remaining Starwood Property Trust position as of Q1 2022 after selling out during the quarter.
US Financial Advisors sold 8,881 Starwood Property Trust shares in Q1 2022, an estimated $216K.
US Financial Advisors first reported a position in Starwood Property Trust in Q1 2021 and held it in 4 quarters.
US Financial Advisors's Starwood Property Trust position peaked at $232K in Q2 2021.
475 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2022.

Based on US Financial Advisors's 13F filing for Q1 2022, filed 13 May 2022.