FWM
STAG icon

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

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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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return