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Claro Advisors’s STAG Industrial STAG Stock Holding History

Claro 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
-6,393
Closed -$250K – 541
2024
Q3 		$250K Buy
6,393
+2
+0% +$78 0.03% 427
2024
Q2 		$230K Sell
6,391
-42
-0.7% -$1.5K 0.04% 377
2024
Q1 		$247K Buy
6,433
+352
+6% +$13.3K 0.04% 360
2023
Q4 		$239K Buy
+6,081
New +$216K 0.05% 333
2019
Q1 		– Sell
-1,500
Closed -$41K – 825
2018
Q4 		$41K Buy
+1,500
New +$39.2K 0.03% 371

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

Claro Advisors's STAG Position: Q4 2024 in Review

Claro Advisors sold out of STAG Industrial (STAG) in Q4 2024, closing a stake of 6,393 shares — an estimated $250K sold.

Claro Advisors first reported a position in STAG in Q4 2018 and held it in 5 quarters. The position peaked at $250K in Q3 2024. 520 funds tracked by Wall St. Rank hold STAG as of Q4 2024.

  • Claro Advisors reported no remaining STAG Industrial position as of Q4 2024 after selling out during the quarter.
  • Claro Advisors sold 6,393 STAG Industrial shares in Q4 2024, an estimated $250K.
  • Claro Advisors first reported a position in STAG Industrial in Q4 2018 and held it in 5 quarters.
  • Claro Advisors's STAG Industrial position peaked at $250K in Q3 2024.
  • 520 funds tracked by Wall St. Rank held STAG Industrial as of Q4 2024.

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