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Foresight Wealth Management’s STAG Industrial STAG Stock Holding History

Foresight 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
2022
Q4 		– Sell
-29,372
Closed -$835K – 94
2022
Q3 		$835K Buy
29,372
+2,422
+9% +$76.3K 0.19% 48
2022
Q2 		$832K Buy
26,950
+2,394
+10% +$84.9K 0.17% 50
2022
Q1 		$1.01M Buy
24,556
+4,959
+25% +$205K 0.19% 44
2021
Q4 		$940K Sell
19,597
-216
-1% -$9.41K 0.01% 48
2021
Q3 		$778K Sell
19,813
-916
-4% -$37.4K 0.16% 49
2021
Q2 		$776K Buy
20,729
+2,989
+17% +$109K 0.17% 58
2021
Q1 		$596K Buy
17,740
+6,497
+58% +$207K 0.15% 65
2020
Q4 		$352K Buy
+11,243
New +$351K 0.09% 88

Other funds holding STAG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Foresight Wealth Management's STAG Position: Q4 2022 in Review

Foresight Wealth Management sold out of STAG Industrial (STAG) in Q4 2022, closing a stake of 29,372 shares — an estimated $835K sold.

Foresight Wealth Management first reported a position in STAG in Q4 2020 and held it in 8 quarters. The position peaked at $1.01M in Q1 2022. 443 funds tracked by Wall St. Rank hold STAG as of Q4 2022.

  • Foresight Wealth Management reported no remaining STAG Industrial position as of Q4 2022 after selling out during the quarter.
  • Foresight Wealth Management sold 29,372 STAG Industrial shares in Q4 2022, an estimated $835K.
  • Foresight Wealth Management first reported a position in STAG Industrial in Q4 2020 and held it in 8 quarters.
  • Foresight Wealth Management's STAG Industrial position peaked at $1.01M in Q1 2022.
  • 443 funds tracked by Wall St. Rank held STAG Industrial as of Q4 2022.

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