Global Wealth Management Investment Advisory’s STAG Industrial STAG Stock Holding History

Global Wealth Management Investment Advisory’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	-60	Closed	-$2.36K	–	391
2023 Q4	$2.36K	Hold	60	–	–	﹤0.01%	387
2023 Q3	$2.07K	Hold	60	–	–	﹤0.01%	380
2023 Q2	$2.15K	Buy	+60	New	+$2.07K	﹤0.01%	385
2022 Q3	–	Sell	-60	Closed	-$2K	–	425
2022 Q2	$2K	Buy	60 +20	+50%	+$709	﹤0.01%	429
2022 Q1	$2K	Buy	+40	New	+$1.65K	﹤0.01%	432
2019 Q2	–	Sell	-99	Closed	-$3K	–	781
2019 Q1	$3K	Sell	99 -202	-67%	-$5.58K	﹤0.01%	507
2018 Q4	$7K	Buy	+301	New	+$7.87K	﹤0.01%	447

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

Global Wealth Management Investment Advisory's STAG Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of STAG Industrial (STAG) in Q1 2024, closing a stake of 60 shares — an estimated $2.36K sold.

Global Wealth Management Investment Advisory first reported a position in STAG in Q4 2018 and held it in 7 quarters. The position peaked at $7K in Q4 2018. 504 funds tracked by Wall St. Rank hold STAG as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining STAG Industrial position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 60 STAG Industrial shares in Q1 2024, an estimated $2.36K.
Global Wealth Management Investment Advisory first reported a position in STAG Industrial in Q4 2018 and held it in 7 quarters.
Global Wealth Management Investment Advisory's STAG Industrial position peaked at $7K in Q4 2018.
504 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.