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Kapitalo Investimentos’s STAG Industrial STAG Stock Holding History

Kapitalo Investimentos’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
-10,309
Closed -$403K – 346
2024
Q3 		$403K Buy
+10,309
New +$404K 0.1% 62
2024
Q2 		– Sell
-13,344
Closed -$513K – 295
2024
Q1 		$513K Buy
13,344
+8,063
+153% +$306K 0.11% 81
2023
Q4 		$207K Buy
+5,281
New +$187K 0.04% 271
2023
Q3 		– Sell
-2,687
Closed -$96.4K – 680
2023
Q2 		$96.4K Sell
2,687
-4,184
-61% -$145K 0.02% 353
2023
Q1 		$232K Buy
+6,871
New +$234K 0.08% 134

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

Kapitalo Investimentos's STAG Position: Q4 2024 in Review

Kapitalo Investimentos sold out of STAG Industrial (STAG) in Q4 2024, closing a stake of 10,309 shares — an estimated $403K sold.

Kapitalo Investimentos first reported a position in STAG in Q1 2023 and held it in 5 quarters. The position peaked at $513K in Q1 2024. 520 funds tracked by Wall St. Rank hold STAG as of Q4 2024.

  • Kapitalo Investimentos reported no remaining STAG Industrial position as of Q4 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 10,309 STAG Industrial shares in Q4 2024, an estimated $403K.
  • Kapitalo Investimentos first reported a position in STAG Industrial in Q1 2023 and held it in 5 quarters.
  • Kapitalo Investimentos's STAG Industrial position peaked at $513K in Q1 2024.
  • 520 funds tracked by Wall St. Rank held STAG Industrial as of Q4 2024.

Based on Kapitalo Investimentos's 13F filing for Q4 2024, filed 14 Feb 2025.