BRWA
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B. Riley Wealth Advisors’s STAG Industrial STAG Stock Holding History

B. Riley Wealth Advisors’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
Q4 		– Sell
-5,339
Closed -$207K – 1275
2024
Q3 		$207K Sell
5,339
-5,275
-50% -$207K 0.01% 1126
2024
Q2 		$384K Sell
10,614
-52
-0.5% -$1.85K 0.01% 925
2024
Q1 		$369K Buy
10,666
+470
+5% +$17.8K 0.01% 947
2023
Q4 		$402K Sell
10,196
-470
-4% -$16.7K 0.01% 924
2023
Q3 		$369K Buy
10,666
+811
+8% +$29.4K 0.01% 947
2023
Q2 		$355K Sell
9,855
-1,112
-10% -$38.4K 0.01% 1027
2023
Q1 		$372K Buy
10,967
+541
+5% +$18.5K 0.01% 948
2022
Q4 		$338K Buy
10,426
+190
+2% +$5.95K 0.01% 980
2022
Q3 		$292K Buy
10,236
+373
+4% +$11.8K 0.01% 1019
2022
Q2 		$306K Sell
9,863
-85
-0.9% -$3.01K 0.01% 872
2022
Q1 		$413K Buy
9,948
+4,015
+68% +$166K 0.01% 852
2021
Q4 		$285K Sell
5,933
-304
-5% -$13.2K 0.01% 1104
2021
Q3 		$245K Buy
+6,237
New +$255K 0.01% 1149
2015
Q1 		– Sell
-92
Closed -$2 – 1800
2014
Q4 		$2 Buy
+92
New +$2.17K ﹤0.01% 3433
2014
Q3 		– Sell
-15
Closed -$371 – 1727
2014
Q2 		$371 Buy
+15
New +$359 ﹤0.01% 2350

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

B. Riley Wealth Advisors's STAG Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of STAG Industrial (STAG) in Q4 2024, closing a stake of 5,339 shares — an estimated $207K sold.

B. Riley Wealth Advisors first reported a position in STAG in Q2 2014 and held it in 15 quarters. The position peaked at $413K in Q1 2022. 520 funds tracked by Wall St. Rank hold STAG as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining STAG Industrial position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,339 STAG Industrial shares in Q4 2024, an estimated $207K.
  • B. Riley Wealth Advisors first reported a position in STAG Industrial in Q2 2014 and held it in 15 quarters.
  • B. Riley Wealth Advisors's STAG Industrial position peaked at $413K in Q1 2022.
  • 520 funds tracked by Wall St. Rank held STAG Industrial as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.