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Empirical Wealth Management’s STAG Industrial STAG Stock Holding History

Empirical 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
2023
Q2 		– Sell
-19,373
Closed -$655K – 506
2023
Q1 		$655K Hold
19,373
– – 0.03% 287
2022
Q4 		$626K Hold
19,373
– – 0.03% 275
2022
Q3 		$551K Sell
19,373
-800
-4% -$25.2K 0.03% 286
2022
Q2 		$623K Hold
20,173
– – 0.03% 264
2022
Q1 		$834K Hold
20,173
– – 0.04% 241
2021
Q4 		$968K Buy
+20,173
New +$879K 0.05% 225

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

Empirical Wealth Management's STAG Position: Q2 2023 in Review

Empirical Wealth Management sold out of STAG Industrial (STAG) in Q2 2023, closing a stake of 19,373 shares — an estimated $655K sold.

Empirical Wealth Management first reported a position in STAG in Q4 2021 and held it in 6 quarters. The position peaked at $968K in Q4 2021. 497 funds tracked by Wall St. Rank hold STAG as of Q2 2023.

  • Empirical Wealth Management reported no remaining STAG Industrial position as of Q2 2023 after selling out during the quarter.
  • Empirical Wealth Management sold 19,373 STAG Industrial shares in Q2 2023, an estimated $655K.
  • Empirical Wealth Management first reported a position in STAG Industrial in Q4 2021 and held it in 6 quarters.
  • Empirical Wealth Management's STAG Industrial position peaked at $968K in Q4 2021.
  • 497 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2023.

Based on Empirical Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.