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Joseph P. Lucia & Associates’s STAG Industrial STAG Stock Holding History

Joseph P. Lucia & Associates’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
2021
Q4 		– Sell
-58
Closed -$2K – 498
2021
Q3 		$2K Hold
58
– – ﹤0.01% 527
2021
Q2 		$2K Hold
58
– – ﹤0.01% 528
2021
Q1 		$2K Buy
+58
New +$1.85K ﹤0.01% 509

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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Joseph P. Lucia & Associates's STAG Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of STAG Industrial (STAG) in Q4 2021, closing a stake of 58 shares — an estimated $2K sold.

Joseph P. Lucia & Associates first reported a position in STAG in Q1 2021 and held it in 3 quarters. The position peaked at $2K in Q3 2021. 439 funds tracked by Wall St. Rank hold STAG as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining STAG Industrial position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 58 STAG Industrial shares in Q4 2021, an estimated $2K.
  • Joseph P. Lucia & Associates first reported a position in STAG Industrial in Q1 2021 and held it in 3 quarters.
  • Joseph P. Lucia & Associates's STAG Industrial position peaked at $2K in Q3 2021.
  • 439 funds tracked by Wall St. Rank held STAG Industrial as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.