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Wetzel Investment Advisors’s Starwood Property Trust STWD Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-500
Closed -$10.2K – 798
2024
Q2 		$10.2K Buy
+500
New +$9.74K 0.01% 462

Other funds holding STWD

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Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wetzel Investment Advisors's STWD Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Starwood Property Trust (STWD) in Q3 2024, closing a stake of 500 shares — an estimated $10.2K sold.

Wetzel Investment Advisors first reported a position in STWD in Q2 2024 and held it in 1 quarter. The position peaked at $10.2K in Q2 2024. 507 funds tracked by Wall St. Rank hold STWD as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Starwood Property Trust position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 500 Starwood Property Trust shares in Q3 2024, an estimated $10.2K.
  • Wetzel Investment Advisors first reported a position in Starwood Property Trust in Q2 2024 and held it in 1 quarter.
  • Wetzel Investment Advisors's Starwood Property Trust position peaked at $10.2K in Q2 2024.
  • 507 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.