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Atria Wealth Solutions’s STAG Industrial STAG Stock Holding History

Atria Wealth Solutions’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
Q1 		– Sell
-8,222
Closed -$324K – 2058
2023
Q4 		$324K Buy
8,222
+117
+1% +$4.15K ﹤0.01% 1443
2023
Q3 		$281K Buy
8,105
+491
+6% +$17.8K ﹤0.01% 1459
2023
Q2 		$274K Buy
7,614
+1,194
+19% +$41.3K ﹤0.01% 1505
2023
Q1 		$218K Buy
+6,420
New +$219K ﹤0.01% 1623
2022
Q2 		– Sell
-6,785
Closed -$281K – 1874
2022
Q1 		$281K Buy
+6,785
New +$280K ﹤0.01% 1357

Other funds holding STAG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Atria Wealth Solutions's STAG Position: Q1 2024 in Review

Atria Wealth Solutions sold out of STAG Industrial (STAG) in Q1 2024, closing a stake of 8,222 shares — an estimated $324K sold.

Atria Wealth Solutions first reported a position in STAG in Q1 2022 and held it in 5 quarters. The position peaked at $324K in Q4 2023. 504 funds tracked by Wall St. Rank hold STAG as of Q1 2024.

  • Atria Wealth Solutions reported no remaining STAG Industrial position as of Q1 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 8,222 STAG Industrial shares in Q1 2024, an estimated $324K.
  • Atria Wealth Solutions first reported a position in STAG Industrial in Q1 2022 and held it in 5 quarters.
  • Atria Wealth Solutions's STAG Industrial position peaked at $324K in Q4 2023.
  • 504 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.