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Financial Counselors Inc’s STAG Industrial STAG Stock Holding History

Financial Counselors Inc’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
Q1 		– Sell
-10,061
Closed -$325K – 519
2022
Q4 		$325K Buy
10,061
+61
+0.6% +$1.91K 0.01% 419
2022
Q3 		$284K Hold
10,000
– – 0.01% 419
2022
Q2 		$309K Buy
+10,000
New +$354K 0.01% 418

Other funds holding STAG

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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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Counselors Inc's STAG Position: Q1 2023 in Review

Financial Counselors Inc sold out of STAG Industrial (STAG) in Q1 2023, closing a stake of 10,061 shares — an estimated $325K sold.

Financial Counselors Inc first reported a position in STAG in Q2 2022 and held it in 3 quarters. The position peaked at $325K in Q4 2022. 457 funds tracked by Wall St. Rank hold STAG as of Q1 2023.

  • Financial Counselors Inc reported no remaining STAG Industrial position as of Q1 2023 after selling out during the quarter.
  • Financial Counselors Inc sold 10,061 STAG Industrial shares in Q1 2023, an estimated $325K.
  • Financial Counselors Inc first reported a position in STAG Industrial in Q2 2022 and held it in 3 quarters.
  • Financial Counselors Inc's STAG Industrial position peaked at $325K in Q4 2022.
  • 457 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2023.

Based on Financial Counselors Inc's 13F filing for Q1 2023, filed 2 May 2023.