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Arkadios Wealth Advisors’s STAG Industrial STAG Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-3,425
Closed -$134K – 1628
2021
Q3 		$134K Buy
3,425
+30
+0.9% +$1.23K 0.02% 610
2021
Q2 		$127K Buy
3,395
+33
+1% +$1.2K 0.02% 660
2021
Q1 		$112K Buy
3,362
+38
+1% +$1.21K 0.02% 515
2020
Q4 		$104K Buy
+3,324
New +$104K 0.02% 431

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arkadios Wealth Advisors's STAG Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of STAG Industrial (STAG) in Q4 2021, closing a stake of 3,425 shares — an estimated $134K sold.

Arkadios Wealth Advisors first reported a position in STAG in Q4 2020 and held it in 4 quarters. The position peaked at $134K in Q3 2021. 439 funds tracked by Wall St. Rank hold STAG as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining STAG Industrial position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 3,425 STAG Industrial shares in Q4 2021, an estimated $134K.
  • Arkadios Wealth Advisors first reported a position in STAG Industrial in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's STAG Industrial position peaked at $134K in Q3 2021.
  • 439 funds tracked by Wall St. Rank held STAG Industrial as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.