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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return