Wealthcare Advisory Partners’s Starwood Property Trust STWD Stock Holding History

Wealthcare Advisory Partners’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 Q1	–	Sell	-10,310	Closed	-$189K	–	740
2022 Q4	$189K	Buy	10,310 +74	+0.7%	+$1.47K	0.01%	663
2022 Q3	$187K	Sell	10,236 -561	-5%	-$12.7K	0.01%	572
2022 Q2	$226K	Buy	10,797 +1,192	+12%	+$27.4K	0.01%	504
2022 Q1	$232K	Buy	9,605 +189	+2%	+$4.57K	0.01%	483
2021 Q4	$229K	Buy	9,416 +875	+10%	+$22.1K	0.01%	512
2021 Q3	$208K	Hold	8,541	–	–	0.01%	512
2021 Q2	$224K	Hold	8,541	–	–	0.02%	499
2021 Q1	$211K	Buy	+8,541	New	+$185K	0.02%	475
2020 Q2	–	Sell	-5,910	Closed	-$61K	–	1219
2020 Q1	$61K	Buy	+5,910	New	+$129K	0.01%	472
2019 Q1	–	Sell	-670	Closed	-$13K	–	1276
2018 Q4	$13K	Hold	670	–	–	﹤0.01%	736
2018 Q3	$0	Sell	670 -168	-20%	-$3.72K	﹤0.01%	1300
2018 Q2	$18K	Sell	838 -507	-38%	-$10.9K	﹤0.01%	699
2018 Q1	$28K	Hold	1,345	–	–	0.01%	524
2017 Q4	$29K	Buy	+1,345	New	+$29.1K	0.01%	465

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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

Wealthcare Advisory Partners's STWD Position: Q1 2023 in Review

Wealthcare Advisory Partners sold out of Starwood Property Trust (STWD) in Q1 2023, closing a stake of 10,310 shares — an estimated $189K sold.

Wealthcare Advisory Partners first reported a position in STWD in Q4 2017 and held it in 14 quarters. The position peaked at $232K in Q1 2022. 455 funds tracked by Wall St. Rank hold STWD as of Q1 2023.

Wealthcare Advisory Partners reported no remaining Starwood Property Trust position as of Q1 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 10,310 Starwood Property Trust shares in Q1 2023, an estimated $189K.
Wealthcare Advisory Partners first reported a position in Starwood Property Trust in Q4 2017 and held it in 14 quarters.
Wealthcare Advisory Partners's Starwood Property Trust position peaked at $232K in Q1 2022.
455 funds tracked by Wall St. Rank held Starwood Property Trust as of Q1 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2023, filed 4 May 2023.