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Capital Performance Advisors’s STAG Industrial STAG Stock Holding History

Capital Performance 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
-7
Closed -$274 – 2355
2024
Q3 		$274 Buy
+7
New +$274 ﹤0.01% 2484

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

Capital Performance Advisors's STAG Position: Q4 2024 in Review

Capital Performance Advisors sold out of STAG Industrial (STAG) in Q4 2024, closing a stake of 7 shares — an estimated $274 sold.

Capital Performance Advisors first reported a position in STAG in Q3 2024 and held it in 1 quarter. The position peaked at $274 in Q3 2024. 520 funds tracked by Wall St. Rank hold STAG as of Q4 2024.

  • Capital Performance Advisors reported no remaining STAG Industrial position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 7 STAG Industrial shares in Q4 2024, an estimated $274.
  • Capital Performance Advisors first reported a position in STAG Industrial in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's STAG Industrial position peaked at $274 in Q3 2024.
  • 520 funds tracked by Wall St. Rank held STAG Industrial as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.