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Ashton Thomas Private Wealth’s STAG Industrial STAG Stock Holding History

Ashton Thomas Private Wealth’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
-6,004
Closed -$217K – 1680
2024
Q2 		$217K Sell
6,004
-30
-0.5% -$1.07K 0.01% 553
2024
Q1 		$232K Hold
6,034
– – 0.01% 549
2023
Q4 		$237K Buy
6,034
+136
+2% +$4.83K 0.01% 535
2023
Q3 		$204K Sell
5,898
-270
-4% -$9.8K 0.01% 538
2023
Q2 		$221K Buy
+6,168
New +$213K 0.02% 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

Ashton Thomas Private Wealth's STAG Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of STAG Industrial (STAG) in Q3 2024, closing a stake of 6,004 shares — an estimated $217K sold.

Ashton Thomas Private Wealth first reported a position in STAG in Q2 2023 and held it in 5 quarters. The position peaked at $237K in Q4 2023. 517 funds tracked by Wall St. Rank hold STAG as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining STAG Industrial position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 6,004 STAG Industrial shares in Q3 2024, an estimated $217K.
  • Ashton Thomas Private Wealth first reported a position in STAG Industrial in Q2 2023 and held it in 5 quarters.
  • Ashton Thomas Private Wealth's STAG Industrial position peaked at $237K in Q4 2023.
  • 517 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.