FGAM
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Financial Gravity Asset Management’s STAG Industrial STAG Stock Holding History

Financial Gravity Asset 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
-57
Closed -$2.22K – 2321
2024
Q1 		$2.22K Buy
57
+38
+200% +$1.44K ﹤0.01% 1056
2023
Q4 		$654 Buy
19
+10
+111% +$355 ﹤0.01% 1109
2023
Q3 		$271 Buy
+9
New +$327 ﹤0.01% 905
2020
Q2 		– Sell
-22
Closed -$496 – 788
2020
Q1 		$496 Buy
22
+10
+83% +$291 ﹤0.01% 560
2019
Q4 		$32K Buy
12
+1
+9% +$31 0.02% 845
2019
Q3 		$0 Buy
11
+2
+22% +$59 ﹤0.01% 1524
2019
Q2 		$0 Buy
9
+4
+80% +$119 ﹤0.01% 1634
2019
Q1 		$0 Buy
+5
New +$138 ﹤0.01% 1528

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

Financial Gravity Asset Management's STAG Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of STAG Industrial (STAG) in Q2 2024, closing a stake of 57 shares — an estimated $2.22K sold.

Financial Gravity Asset Management first reported a position in STAG in Q1 2019 and held it in 8 quarters. The position peaked at $32K in Q4 2019. 522 funds tracked by Wall St. Rank hold STAG as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining STAG Industrial position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 57 STAG Industrial shares in Q2 2024, an estimated $2.22K.
  • Financial Gravity Asset Management first reported a position in STAG Industrial in Q1 2019 and held it in 8 quarters.
  • Financial Gravity Asset Management's STAG Industrial position peaked at $32K in Q4 2019.
  • 522 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.