Evoke Wealth’s STAG Industrial STAG Stock Holding History

Evoke Wealth’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 Q4	–	Sell	-4,696	Closed	-$134K	–	1043
2022 Q3	$134K	Hold	4,696	–	–	0.01%	377
2022 Q2	$146K	Hold	4,696	–	–	0.01%	360
2022 Q1	$195K	Sell	4,696 -9,549	-67%	-$394K	0.01%	360
2021 Q4	$685K	Buy	14,245 +2,300	+19%	+$100K	0.02%	215
2021 Q3	$470K	Buy	11,945 +2,410	+25%	+$98.4K	0.02%	236
2021 Q2	$358K	Buy	9,535 +1,410	+17%	+$51.4K	0.01%	278
2021 Q1	$274K	Buy	8,125 +7,995	+6,150%	+$255K	0.01%	272
2020 Q4	$4K	Hold	130	–	–	﹤0.01%	788
2020 Q3	$4K	Hold	130	–	–	﹤0.01%	735
2020 Q2	$4K	Sell	130 -58	-31%	-$1.53K	﹤0.01%	748
2020 Q1	$4.26K	Sell	188 -903	-83%	-$26.3K	﹤0.01%	647
2019 Q4	$34.6K	Hold	1,091	–	–	﹤0.01%	477
2019 Q3	$32.3K	Buy	+1,091	New	+$32.4K	﹤0.01%	541

Other funds holding STAG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evoke Wealth's STAG Position: Q4 2022 in Review

Evoke Wealth sold out of STAG Industrial (STAG) in Q4 2022, closing a stake of 4,696 shares — an estimated $134K sold.

Evoke Wealth first reported a position in STAG in Q3 2019 and held it in 13 quarters. The position peaked at $685K in Q4 2021. 443 funds tracked by Wall St. Rank hold STAG as of Q4 2022.

Evoke Wealth reported no remaining STAG Industrial position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 4,696 STAG Industrial shares in Q4 2022, an estimated $134K.
Evoke Wealth first reported a position in STAG Industrial in Q3 2019 and held it in 13 quarters.
Evoke Wealth's STAG Industrial position peaked at $685K in Q4 2021.
443 funds tracked by Wall St. Rank held STAG Industrial as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.