Western Wealth Management’s Starwood Property Trust STWD Stock Holding History

Western Wealth Management’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
2020 Q4	–	Sell	-14,330	Closed	-$216K	–	493
2020 Q3	$216K	Hold	14,330	–	–	0.04%	399
2020 Q2	$214K	Sell	14,330 -1,567	-10%	-$21.1K	0.04%	379
2020 Q1	$161K	Sell	15,897 -230	-1%	-$5.04K	0.04%	354
2019 Q4	$401K	Buy	+16,127	New	+$395K	0.06%	265

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Western Wealth Management's STWD Position: Q4 2020 in Review

Western Wealth Management sold out of Starwood Property Trust (STWD) in Q4 2020, closing a stake of 14,330 shares — an estimated $216K sold.

Western Wealth Management first reported a position in STWD in Q4 2019 and held it in 4 quarters. The position peaked at $401K in Q4 2019. 412 funds tracked by Wall St. Rank hold STWD as of Q4 2020.

Western Wealth Management reported no remaining Starwood Property Trust position as of Q4 2020 after selling out during the quarter.
Western Wealth Management sold 14,330 Starwood Property Trust shares in Q4 2020, an estimated $216K.
Western Wealth Management first reported a position in Starwood Property Trust in Q4 2019 and held it in 4 quarters.
Western Wealth Management's Starwood Property Trust position peaked at $401K in Q4 2019.
412 funds tracked by Wall St. Rank held Starwood Property Trust as of Q4 2020.

Based on Western Wealth Management's 13F filing for Q4 2020, filed 10 Feb 2021.