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Dakota Wealth Management’s STAG Industrial STAG Stock Holding History

Dakota 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
2024
Q2 		– Sell
-5,642
Closed -$217K – 752
2024
Q1 		$217K Sell
5,642
-3,482
-38% -$132K 0.01% 655
2023
Q4 		$358K Buy
9,124
+272
+3% +$9.65K 0.01% 475
2023
Q3 		$305K Sell
8,852
-113
-1% -$4.1K 0.01% 485
2023
Q2 		$322K Sell
8,965
-152
-2% -$5.25K 0.02% 469
2023
Q1 		$308K Buy
9,117
+591
+7% +$20.2K 0.02% 462
2022
Q4 		$275K Buy
8,526
+389
+5% +$12.2K 0.02% 456
2022
Q3 		$231K Buy
8,137
+231
+3% +$7.28K 0.02% 470
2022
Q2 		$244K Buy
+7,906
New +$280K 0.02% 410

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Dakota Wealth Management's STAG Position: Q2 2024 in Review

Dakota Wealth Management sold out of STAG Industrial (STAG) in Q2 2024, closing a stake of 5,642 shares — an estimated $217K sold.

Dakota Wealth Management first reported a position in STAG in Q2 2022 and held it in 8 quarters. The position peaked at $358K in Q4 2023. 522 funds tracked by Wall St. Rank hold STAG as of Q2 2024.

  • Dakota Wealth Management reported no remaining STAG Industrial position as of Q2 2024 after selling out during the quarter.
  • Dakota Wealth Management sold 5,642 STAG Industrial shares in Q2 2024, an estimated $217K.
  • Dakota Wealth Management first reported a position in STAG Industrial in Q2 2022 and held it in 8 quarters.
  • Dakota Wealth Management's STAG Industrial position peaked at $358K in Q4 2023.
  • 522 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2024.

Based on Dakota Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.