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Artemis Wealth Advisors’s STAG Industrial STAG Stock Holding History

Artemis 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
2023
Q1 		– Sell
-3,418
Closed -$110K – 86
2022
Q4 		$110K Hold
3,418
– – 0.03% 34
2022
Q3 		$97.2K Hold
3,418
– – 0.03% 39
2022
Q2 		$726K Buy
+3,418
New +$121K 0.2% 12

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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

Artemis Wealth Advisors's STAG Position: Q1 2023 in Review

Artemis Wealth Advisors sold out of STAG Industrial (STAG) in Q1 2023, closing a stake of 3,418 shares — an estimated $110K sold.

Artemis Wealth Advisors first reported a position in STAG in Q2 2022 and held it in 3 quarters. The position peaked at $726K in Q2 2022. 457 funds tracked by Wall St. Rank hold STAG as of Q1 2023.

  • Artemis Wealth Advisors reported no remaining STAG Industrial position as of Q1 2023 after selling out during the quarter.
  • Artemis Wealth Advisors sold 3,418 STAG Industrial shares in Q1 2023, an estimated $110K.
  • Artemis Wealth Advisors first reported a position in STAG Industrial in Q2 2022 and held it in 3 quarters.
  • Artemis Wealth Advisors's STAG Industrial position peaked at $726K in Q2 2022.
  • 457 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2023.

Based on Artemis Wealth Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.