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CM Wealth Advisors’s STAG Industrial STAG Stock Holding History

CM 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
Q2 		– Sell
-21,198
Closed -$703K – 392
2023
Q1 		$703K Buy
+21,198
New +$723K 0.14% 207

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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CM Wealth Advisors's STAG Position: Q2 2023 in Review

CM Wealth Advisors sold out of STAG Industrial (STAG) in Q2 2023, closing a stake of 21,198 shares — an estimated $703K sold.

CM Wealth Advisors first reported a position in STAG in Q1 2023 and held it in 1 quarter. The position peaked at $703K in Q1 2023. 497 funds tracked by Wall St. Rank hold STAG as of Q2 2023.

  • CM Wealth Advisors reported no remaining STAG Industrial position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 21,198 STAG Industrial shares in Q2 2023, an estimated $703K.
  • CM Wealth Advisors first reported a position in STAG Industrial in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's STAG Industrial position peaked at $703K in Q1 2023.
  • 497 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.