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BWM
Baystate Wealth Management’s
STAG Industrial
STAG
Stock Holding History
Baystate Wealth Management’s Portfolio
STAG Stock Details
STAG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q3
–
Sell
-208
Closed
-$6K
–
938
2022
Q2
$6K
Sell
208
-1,544
-88%
-$54.7K
﹤0.01%
653
2022
Q1
$72K
Buy
1,752
+261
+18%
+$10.8K
0.01%
284
2021
Q4
$72K
Buy
1,491
+11
+0.7%
+$479
0.01%
278
2021
Q3
$58K
Buy
1,480
+11
+0.7%
+$449
0.01%
284
2021
Q2
$55K
Buy
1,469
+1,261
+606%
+$46K
0.01%
274
2021
Q1
$7K
Hold
208
–
–
﹤0.01%
493
2020
Q4
$7K
Sell
208
-1
-0.5%
-$31
﹤0.01%
465
2020
Q3
$6K
Buy
209
+1
+0.5%
+$32
﹤0.01%
455
2020
Q2
$6K
Sell
208
-1
-0.5%
-$26
﹤0.01%
447
2020
Q1
$5K
Hold
209
–
–
﹤0.01%
439
2019
Q4
$7K
Hold
209
–
–
﹤0.01%
428
2019
Q3
$6K
Buy
209
+1
+0.5%
+$30
﹤0.01%
404
2019
Q2
$6K
Hold
208
–
–
﹤0.01%
417
2019
Q1
$6K
Hold
208
–
–
﹤0.01%
430
2018
Q4
$6K
Hold
208
–
–
﹤0.01%
430
2018
Q3
$6K
Buy
208
+1
+0.5%
+$28
﹤0.01%
428
2018
Q2
$6K
Buy
207
+7
+4%
+$179
﹤0.01%
437
2018
Q1
$5K
Sell
200
-718
-78%
-$17.5K
﹤0.01%
431
2017
Q4
$24K
Hold
918
–
–
﹤0.01%
277
2017
Q3
$26K
Sell
918
-650
-41%
-$18K
﹤0.01%
251
2017
Q2
$43K
Buy
1,568
+649
+71%
+$17.4K
0.01%
192
2017
Q1
$24K
Buy
+919
New
+$22.4K
﹤0.01%
254
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1-Year Est. Return
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1-Year Est. Return
ZP
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1-Year Est. Return
AllianceBernstein
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$309B AUM
23.92%
1-Year Est. Return
EARNEST Partners
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$24.3B AUM
34.41%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Massachusetts Financial Services
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$298B AUM
21.96%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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