BRWM
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B. Riley Wealth Management’s STAG Industrial STAG Stock Holding History

B. Riley 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
2022
Q2 		– Sell
-5,308
Closed -$219K – 809
2022
Q1 		$219K Buy
5,308
+760
+17% +$31.4K 0.02% 537
2021
Q4 		$218K Buy
+4,548
New +$198K 0.02% 557
2015
Q3 		– Sell
-3,765
Closed -$75K – 659
2015
Q2 		$75K Buy
+3,765
New +$81.9K 0.06% 330

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

B. Riley Wealth Management's STAG Position: Q2 2022 in Review

B. Riley Wealth Management sold out of STAG Industrial (STAG) in Q2 2022, closing a stake of 5,308 shares — an estimated $219K sold.

B. Riley Wealth Management first reported a position in STAG in Q2 2015 and held it in 3 quarters. The position peaked at $219K in Q1 2022. 432 funds tracked by Wall St. Rank hold STAG as of Q2 2022.

  • B. Riley Wealth Management reported no remaining STAG Industrial position as of Q2 2022 after selling out during the quarter.
  • B. Riley Wealth Management sold 5,308 STAG Industrial shares in Q2 2022, an estimated $219K.
  • B. Riley Wealth Management first reported a position in STAG Industrial in Q2 2015 and held it in 3 quarters.
  • B. Riley Wealth Management's STAG Industrial position peaked at $219K in Q1 2022.
  • 432 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.