Glassman Wealth Services’s STAG Industrial STAG Stock Holding History

Glassman Wealth Services’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 Q1	–	Sell	-129	Closed	-$5.07K	–	1594
2023 Q4	$5.07K	Hold	129	–	–	﹤0.01%	1080
2023 Q3	$4.45K	Hold	129	–	–	﹤0.01%	1105
2023 Q2	$4.63K	Hold	129	–	–	﹤0.01%	1017
2023 Q1	$4.36K	Hold	129	–	–	﹤0.01%	1038
2022 Q4	$4.17K	Hold	129	–	–	﹤0.01%	1071
2022 Q3	$4K	Sell	129 -57	-31%	-$1.8K	﹤0.01%	1079
2022 Q2	$6K	Buy	186 +57	+44%	+$2.02K	﹤0.01%	966
2022 Q1	$5K	Hold	129	–	–	﹤0.01%	1014
2021 Q4	$6K	Hold	129	–	–	﹤0.01%	943
2021 Q3	$5K	Hold	129	–	–	﹤0.01%	984
2021 Q2	$5K	Hold	129	–	–	﹤0.01%	937
2021 Q1	$4K	Hold	129	–	–	﹤0.01%	950
2020 Q4	$4K	Hold	129	–	–	﹤0.01%	921
2020 Q3	$4K	Hold	129	–	–	﹤0.01%	855
2020 Q2	$4K	Hold	129	–	–	﹤0.01%	697
2020 Q1	$3K	Buy	129 +86	+200%	+$2.5K	﹤0.01%	640
2019 Q4	$1K	Buy	43 +13	+43%	+$399	﹤0.01%	1036
2019 Q3	$1K	Hold	30	–	–	﹤0.01%	917
2019 Q2	$1K	Hold	30	–	–	﹤0.01%	929
2019 Q1	$1K	Buy	+30	New	+$828	﹤0.01%	891

Other funds holding STAG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Glassman Wealth Services's STAG Position: Q1 2024 in Review

Glassman Wealth Services sold out of STAG Industrial (STAG) in Q1 2024, closing a stake of 129 shares — an estimated $5.07K sold.

Glassman Wealth Services first reported a position in STAG in Q1 2019 and held it in 20 quarters. The position peaked at $6K in Q2 2022. 504 funds tracked by Wall St. Rank hold STAG as of Q1 2024.

Glassman Wealth Services reported no remaining STAG Industrial position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 129 STAG Industrial shares in Q1 2024, an estimated $5.07K.
Glassman Wealth Services first reported a position in STAG Industrial in Q1 2019 and held it in 20 quarters.
Glassman Wealth Services's STAG Industrial position peaked at $6K in Q2 2022.
504 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.