Wipfli Financial Advisors’s Starwood Property Trust STWD Stock Holding History

Wipfli Financial 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
2022 Q3	$39K	Buy	+2,103	New	+$47.6K	﹤0.01%	1231

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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

Norges Bank Oslo, Norway $935B AUM

Wipfli Financial Advisors's STWD Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Starwood Property Trust (STWD) in Q3 2022: 2,103 shares worth $39K. The stake represents ﹤0.01% of the portfolio and ranks #1231 among its holdings.

444 funds tracked by Wall St. Rank hold STWD as of Q3 2022.

Wipfli Financial Advisors held 2,103 shares of Starwood Property Trust worth $39K as of Q3 2022.
Starwood Property Trust was a new Wipfli Financial Advisors position in Q3 2022.
Starwood Property Trust made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1231 holding.
444 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.