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Able Wealth Management’s STAG Industrial STAG Stock Holding History

Able Wealth Management’s Portfolio STAG Stock Details STAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,604
Closed -$63K – 511
2023
Q4 		$63K Buy
+1,604
New +$56.9K 0.06% 120

Other funds holding STAG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Able Wealth Management's STAG Position: Q1 2024 in Review

Able Wealth Management sold out of STAG Industrial (STAG) in Q1 2024, closing a stake of 1,604 shares — an estimated $63K sold.

Able Wealth Management first reported a position in STAG in Q4 2023 and held it in 1 quarter. The position peaked at $63K in Q4 2023. 504 funds tracked by Wall St. Rank hold STAG as of Q1 2024.

  • Able Wealth Management reported no remaining STAG Industrial position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 1,604 STAG Industrial shares in Q1 2024, an estimated $63K.
  • Able Wealth Management first reported a position in STAG Industrial in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's STAG Industrial position peaked at $63K in Q4 2023.
  • 504 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.