IF
STAG icon

Intrua Financial’s STAG Industrial STAG Stock Holding History

Intrua Financial’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
Q4 		– Sell
-6,600
Closed -$258K – 394
2024
Q3 		$258K Sell
6,600
-159
-2% -$6.23K 0.04% 324
2024
Q2 		$244K Sell
6,759
-152
-2% -$5.41K 0.04% 340
2024
Q1 		$266K Sell
6,911
-6,005
-46% -$228K 0.04% 342
2023
Q4 		$507K Sell
12,916
-72
-0.6% -$2.56K 0.07% 225
2023
Q3 		$448K Sell
12,988
-1,551
-11% -$56.3K 0.08% 212
2023
Q2 		$522K Sell
14,539
-471
-3% -$16.3K 0.09% 192
2023
Q1 		$521K Sell
15,010
-2,034
-12% -$69.4K 0.11% 176
2022
Q4 		$586K Sell
17,044
-616
-3% -$19.3K 0.14% 161
2022
Q3 		$502K Buy
17,660
+3,062
+21% +$96.5K 0.13% 160
2022
Q2 		$451K Buy
+14,598
New +$517K 0.1% 227

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Intrua Financial's STAG Position: Q4 2024 in Review

Intrua Financial sold out of STAG Industrial (STAG) in Q4 2024, closing a stake of 6,600 shares — an estimated $258K sold.

Intrua Financial first reported a position in STAG in Q2 2022 and held it in 10 quarters. The position peaked at $586K in Q4 2022. 520 funds tracked by Wall St. Rank hold STAG as of Q4 2024.

  • Intrua Financial reported no remaining STAG Industrial position as of Q4 2024 after selling out during the quarter.
  • Intrua Financial sold 6,600 STAG Industrial shares in Q4 2024, an estimated $258K.
  • Intrua Financial first reported a position in STAG Industrial in Q2 2022 and held it in 10 quarters.
  • Intrua Financial's STAG Industrial position peaked at $586K in Q4 2022.
  • 520 funds tracked by Wall St. Rank held STAG Industrial as of Q4 2024.

Based on Intrua Financial's 13F filing for Q4 2024, filed 28 May 2025.