Winch Advisory Services’s Starwood Property Trust STWD Stock Holding History

Winch Advisory Services’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 Q2	–	Sell	-285	Closed	-$5.79K	–	466
2024 Q1	$5.79K	Buy	+285	New	+$5.77K	﹤0.01%	303

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Winch Advisory Services's STWD Position: Q2 2024 in Review

Winch Advisory Services sold out of Starwood Property Trust (STWD) in Q2 2024, closing a stake of 285 shares — an estimated $5.79K sold.

Winch Advisory Services first reported a position in STWD in Q1 2024 and held it in 1 quarter. The position peaked at $5.79K in Q1 2024. 492 funds tracked by Wall St. Rank hold STWD as of Q2 2024.

Winch Advisory Services reported no remaining Starwood Property Trust position as of Q2 2024 after selling out during the quarter.
Winch Advisory Services sold 285 Starwood Property Trust shares in Q2 2024, an estimated $5.79K.
Winch Advisory Services first reported a position in Starwood Property Trust in Q1 2024 and held it in 1 quarter.
Winch Advisory Services's Starwood Property Trust position peaked at $5.79K in Q1 2024.
492 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2024.

Based on Winch Advisory Services's 13F filing for Q2 2024, filed 31 Jul 2024.