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Curi Wealth Management’s STAG Industrial STAG Stock Holding History

Curi 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
-142
Closed -$4K – 622
2022
Q2 		$4K Hold
142
– – ﹤0.01% 480
2022
Q1 		$5K Hold
142
– – ﹤0.01% 416
2021
Q4 		$6K Buy
+142
New +$6.19K ﹤0.01% 365

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Curi Wealth Management sold out of STAG Industrial (STAG) in Q3 2022, closing a stake of 142 shares — an estimated $4K sold.

Curi Wealth Management first reported a position in STAG in Q4 2021 and held it in 3 quarters. The position peaked at $6K in Q4 2021. 403 funds tracked by Wall St. Rank hold STAG as of Q3 2022.

  • Curi Wealth Management reported no remaining STAG Industrial position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 142 STAG Industrial shares in Q3 2022, an estimated $4K.
  • Curi Wealth Management first reported a position in STAG Industrial in Q4 2021 and held it in 3 quarters.
  • Curi Wealth Management's STAG Industrial position peaked at $6K in Q4 2021.
  • 403 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.