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

Valeo 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
2021
Q1 		– Sell
-30
Closed -$1K – 2179
2020
Q4 		$1K Buy
+30
New +$510 ﹤0.01% 1617
2020
Q3 		– Sell
-1,200
Closed -$18K – 2093
2020
Q2 		$18K Hold
1,200
– – ﹤0.01% 1103
2020
Q1 		$15K Hold
1,200
– – ﹤0.01% 966
2019
Q4 		$30K Hold
1,200
– – ﹤0.01% 816
2019
Q3 		$29K Hold
1,200
– – ﹤0.01% 756
2019
Q2 		$27K Buy
+1,200
New +$27.2K ﹤0.01% 770

Other funds holding STWD

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Valeo Financial Advisors's STWD Position: Q1 2021 in Review

Valeo Financial Advisors sold out of Starwood Property Trust (STWD) in Q1 2021, closing a stake of 30 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in STWD in Q2 2019 and held it in 6 quarters. The position peaked at $30K in Q4 2019. 408 funds tracked by Wall St. Rank hold STWD as of Q1 2021.

  • Valeo Financial Advisors reported no remaining Starwood Property Trust position as of Q1 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 30 Starwood Property Trust shares in Q1 2021, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Starwood Property Trust in Q2 2019 and held it in 6 quarters.
  • Valeo Financial Advisors's Starwood Property Trust position peaked at $30K in Q4 2019.
  • 408 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.