AW
STAG icon

Avion Wealth’s STAG Industrial STAG Stock Holding History

Avion 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
2026
Q1 		$3K Hold
100
– – ﹤0.01% 817
2025
Q4 		$3K Hold
100
– – ﹤0.01% 819
2025
Q3 		$3K Hold
100
– – ﹤0.01% 794
2025
Q2 		$3K Hold
100
– – ﹤0.01% 751
2025
Q1 		$3K Hold
100
– – ﹤0.01% 670
2024
Q4 		$3K Hold
100
– – ﹤0.01% 667
2024
Q3 		$3K Hold
100
– – ﹤0.01% 641
2024
Q2 		$3K Hold
100
– – ﹤0.01% 576
2024
Q1 		$4K Hold
100
– – ﹤0.01% 519
2023
Q4 		$4K Sell
100
-14
-12% -$497 ﹤0.01% 452
2023
Q3 		$3K Buy
114
+14
+14% +$508 ﹤0.01% 435
2023
Q2 		$3K Hold
100
– – ﹤0.01% 441
2023
Q1 		$3K Hold
100
– – ﹤0.01% 356
2022
Q4 		$2K Hold
100
– – ﹤0.01% 389
2022
Q3 		$3K Hold
100
– – ﹤0.01% 375
2022
Q2 		$3K Hold
100
– – ﹤0.01% 381
2022
Q1 		$4K Buy
+100
New +$4.13K ﹤0.01% 309

Other funds holding STAG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return