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Wagner Wealth Management (South Carolina)’s Starwood Property Trust STWD Stock Holding History

Wagner Wealth Management (South Carolina)’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
-3,000
Closed -$73K – 598
2021
Q4 		$73K Buy
+3,000
New +$75.6K 0.06% 206

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CCMLC
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State Street
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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s STWD Position: Q1 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Starwood Property Trust (STWD) in Q1 2022, closing a stake of 3,000 shares — an estimated $73K sold.

Wagner Wealth Management (South Carolina) first reported a position in STWD in Q4 2021 and held it in 1 quarter. The position peaked at $73K in Q4 2021. 475 funds tracked by Wall St. Rank hold STWD as of Q1 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Starwood Property Trust position as of Q1 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 3,000 Starwood Property Trust shares in Q1 2022, an estimated $73K.
  • Wagner Wealth Management (South Carolina) first reported a position in Starwood Property Trust in Q4 2021 and held it in 1 quarter.
  • Wagner Wealth Management (South Carolina)'s Starwood Property Trust position peaked at $73K in Q4 2021.
  • 475 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q1 2022, filed 16 May 2022.