AWM
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Accurate Wealth Management’s STAG Industrial STAG Stock Holding History

Accurate 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
2023
Q1 		– Sell
-50
Closed -$1.66K – 1282
2022
Q4 		$1.66K Buy
+50
New +$1.57K ﹤0.01% 1245

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Accurate Wealth Management's STAG Position: Q1 2023 in Review

Accurate Wealth Management sold out of STAG Industrial (STAG) in Q1 2023, closing a stake of 50 shares — an estimated $1.66K sold.

Accurate Wealth Management first reported a position in STAG in Q4 2022 and held it in 1 quarter. The position peaked at $1.66K in Q4 2022. 457 funds tracked by Wall St. Rank hold STAG as of Q1 2023.

  • Accurate Wealth Management reported no remaining STAG Industrial position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 50 STAG Industrial shares in Q1 2023, an estimated $1.66K.
  • Accurate Wealth Management first reported a position in STAG Industrial in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's STAG Industrial position peaked at $1.66K in Q4 2022.
  • 457 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.