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Apollon Wealth Management’s STAG Industrial STAG Stock Holding History

Apollon 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
Q3 		– Sell
-15,663
Closed -$565K – 1170
2024
Q2 		$565K Sell
15,663
-1,743
-10% -$62K 0.02% 634
2024
Q1 		$669K Sell
17,406
-376
-2% -$14.3K 0.02% 590
2023
Q4 		$698K Buy
17,782
+758
+4% +$26.9K 0.02% 566
2023
Q3 		$587K Buy
17,024
+46
+0.3% +$1.67K 0.03% 510
2023
Q2 		$609K Buy
+16,978
New +$587K 0.03% 540

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Apollon Wealth Management's STAG Position: Q3 2024 in Review

Apollon Wealth Management sold out of STAG Industrial (STAG) in Q3 2024, closing a stake of 15,663 shares — an estimated $565K sold.

Apollon Wealth Management first reported a position in STAG in Q2 2023 and held it in 5 quarters. The position peaked at $698K in Q4 2023. 517 funds tracked by Wall St. Rank hold STAG as of Q3 2024.

  • Apollon Wealth Management reported no remaining STAG Industrial position as of Q3 2024 after selling out during the quarter.
  • Apollon Wealth Management sold 15,663 STAG Industrial shares in Q3 2024, an estimated $565K.
  • Apollon Wealth Management first reported a position in STAG Industrial in Q2 2023 and held it in 5 quarters.
  • Apollon Wealth Management's STAG Industrial position peaked at $698K in Q4 2023.
  • 517 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2024.

Based on Apollon Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.