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First Foundation Advisors’s STAG Industrial STAG Stock Holding History

First Foundation Advisors’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
Q3 		– Sell
-6,558
Closed -$203K – 418
2022
Q2 		$203K Sell
6,558
-13,973
-68% -$495K 0.01% 377
2022
Q1 		$849K Sell
20,531
-309
-1% -$12.8K 0.03% 204
2021
Q4 		$999K Sell
20,840
-108
-0.5% -$4.71K 0.03% 201
2021
Q3 		$822K Buy
20,948
+941
+5% +$38.4K 0.03% 216
2021
Q2 		$749K Sell
20,007
-2,592
-11% -$94.5K 0.03% 240
2021
Q1 		$760K Buy
22,599
+7,161
+46% +$229K 0.03% 229
2020
Q4 		$484K Buy
15,438
+3,452
+29% +$108K 0.02% 265
2020
Q3 		$365K Buy
+11,986
New +$378K 0.02% 264

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Foundation Advisors's STAG Position: Q3 2022 in Review

First Foundation Advisors sold out of STAG Industrial (STAG) in Q3 2022, closing a stake of 6,558 shares — an estimated $203K sold.

First Foundation Advisors first reported a position in STAG in Q3 2020 and held it in 8 quarters. The position peaked at $999K in Q4 2021. 403 funds tracked by Wall St. Rank hold STAG as of Q3 2022.

  • First Foundation Advisors reported no remaining STAG Industrial position as of Q3 2022 after selling out during the quarter.
  • First Foundation Advisors sold 6,558 STAG Industrial shares in Q3 2022, an estimated $203K.
  • First Foundation Advisors first reported a position in STAG Industrial in Q3 2020 and held it in 8 quarters.
  • First Foundation Advisors's STAG Industrial position peaked at $999K in Q4 2021.
  • 403 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2022.

Based on First Foundation Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.