BWM
STAG icon

Baystate Wealth Management’s STAG Industrial STAG Stock Holding History

Baystate 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
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

Other funds holding STAG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Baystate Wealth Management's STAG Position: Q3 2022 in Review

Baystate Wealth Management sold out of STAG Industrial (STAG) in Q3 2022, closing a stake of 208 shares — an estimated $6K sold.

Baystate Wealth Management first reported a position in STAG in Q1 2017 and held it in 22 quarters. The position peaked at $72K in Q1 2022. 403 funds tracked by Wall St. Rank hold STAG as of Q3 2022.

  • Baystate Wealth Management reported no remaining STAG Industrial position as of Q3 2022 after selling out during the quarter.
  • Baystate Wealth Management sold 208 STAG Industrial shares in Q3 2022, an estimated $6K.
  • Baystate Wealth Management first reported a position in STAG Industrial in Q1 2017 and held it in 22 quarters.
  • Baystate Wealth Management's STAG Industrial position peaked at $72K in Q1 2022.
  • 403 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2022.

Based on Baystate Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.