Avior Wealth Management’s STAG Industrial STAG Stock Holding History

Avior Wealth Management’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
2025 Q1	–	Sell	-1,780	Closed	-$60.2K	–	2123
2024 Q4	$60.2K	Buy	1,780 +5	+0.3%	+$183	﹤0.01%	1081
2024 Q3	$69.4K	Buy	1,775 +33	+2%	+$1.29K	﹤0.01%	1001
2024 Q2	$62.8K	Sell	1,742 -1,089	-38%	-$38.8K	﹤0.01%	1014
2024 Q1	$109K	Buy	2,831 +2,701	+2,078%	+$102K	0.01%	928
2023 Q4	$5.1K	Hold	130	–	–	﹤0.01%	1137
2023 Q3	$4.49K	Hold	130	–	–	﹤0.01%	1217
2023 Q2	$4.66K	Hold	130	–	–	﹤0.01%	1184
2023 Q1	$4.4K	Hold	130	–	–	﹤0.01%	1237
2022 Q4	$4.2K	Hold	130	–	–	﹤0.01%	978
2022 Q3	$3K	Hold	130	–	–	﹤0.01%	997
2022 Q2	$4K	Hold	130	–	–	﹤0.01%	892
2022 Q1	$5K	Hold	130	–	–	﹤0.01%	913
2021 Q4	$6K	Hold	130	–	–	﹤0.01%	869
2021 Q3	$5K	Buy	+130	New	+$5.31K	﹤0.01%	856

Other funds holding STAG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Avior Wealth Management's STAG Position: Q1 2025 in Review

Avior Wealth Management sold out of STAG Industrial (STAG) in Q1 2025, closing a stake of 1,780 shares — an estimated $60.2K sold.

Avior Wealth Management first reported a position in STAG in Q3 2021 and held it in 14 quarters. The position peaked at $109K in Q1 2024. 519 funds tracked by Wall St. Rank hold STAG as of Q1 2025.

Avior Wealth Management reported no remaining STAG Industrial position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 1,780 STAG Industrial shares in Q1 2025, an estimated $60.2K.
Avior Wealth Management first reported a position in STAG Industrial in Q3 2021 and held it in 14 quarters.
Avior Wealth Management's STAG Industrial position peaked at $109K in Q1 2024.
519 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.