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V Wealth Advisors’s Starwood Property Trust STWD Stock Holding History

V 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
2022
Q4 		– Sell
-22,656
Closed -$412K – 402
2022
Q3 		$412K Buy
22,656
+2,499
+12% +$56.6K 0.08% 228
2022
Q2 		$421K Buy
+20,157
New +$464K 0.08% 247

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

V Wealth Advisors's STWD Position: Q4 2022 in Review

V Wealth Advisors sold out of Starwood Property Trust (STWD) in Q4 2022, closing a stake of 22,656 shares — an estimated $412K sold.

V Wealth Advisors first reported a position in STWD in Q2 2022 and held it in 2 quarters. The position peaked at $421K in Q2 2022. 464 funds tracked by Wall St. Rank hold STWD as of Q4 2022.

  • V Wealth Advisors reported no remaining Starwood Property Trust position as of Q4 2022 after selling out during the quarter.
  • V Wealth Advisors sold 22,656 Starwood Property Trust shares in Q4 2022, an estimated $412K.
  • V Wealth Advisors first reported a position in Starwood Property Trust in Q2 2022 and held it in 2 quarters.
  • V Wealth Advisors's Starwood Property Trust position peaked at $421K in Q2 2022.
  • 464 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2022.

Based on V Wealth Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.