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Clearview Wealth Advisors’s STAG Industrial STAG Stock Holding History

Clearview Wealth 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
2023
Q3 		– Sell
-1,653
Closed -$59.3K – 559
2023
Q2 		$59.3K Sell
1,653
-780
-32% -$27K 0.06% 184
2023
Q1 		$82.3K Sell
2,433
-60
-2% -$2.05K 0.08% 162
2022
Q4 		$80.5K Sell
2,493
-955
-28% -$29.9K 0.06% 134
2022
Q3 		$98K Sell
3,448
-445
-11% -$14K 0.08% 116
2022
Q2 		$120K Sell
3,893
-1,792
-32% -$63.5K 0.09% 107
2022
Q1 		$235K Sell
5,685
-8,320
-59% -$343K 0.15% 84
2021
Q4 		$672K Buy
14,005
+3,251
+30% +$142K 0.41% 56
2021
Q3 		$422K Buy
10,754
+4,694
+77% +$192K 0.27% 74
2021
Q2 		$227K Sell
6,060
-747
-11% -$27.2K 0.14% 106
2021
Q1 		$229K Buy
+6,807
New +$217K 0.15% 106

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Clearview Wealth Advisors's STAG Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of STAG Industrial (STAG) in Q3 2023, closing a stake of 1,653 shares — an estimated $59.3K sold.

Clearview Wealth Advisors first reported a position in STAG in Q1 2021 and held it in 10 quarters. The position peaked at $672K in Q4 2021. 491 funds tracked by Wall St. Rank hold STAG as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining STAG Industrial position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 1,653 STAG Industrial shares in Q3 2023, an estimated $59.3K.
  • Clearview Wealth Advisors first reported a position in STAG Industrial in Q1 2021 and held it in 10 quarters.
  • Clearview Wealth Advisors's STAG Industrial position peaked at $672K in Q4 2021.
  • 491 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.