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Kingswood Wealth Advisors’s STAG Industrial STAG Stock Holding History

Kingswood Wealth Advisors’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
Q3 		– Sell
-6,198
Closed -$223K – 745
2024
Q2 		$223K Buy
6,198
+719
+13% +$25.6K 0.02% 609
2024
Q1 		$211K Buy
5,479
+227
+4% +$8.6K 0.02% 569
2023
Q4 		$206K Buy
+5,252
New +$186K 0.02% 574

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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Kingswood Wealth Advisors's STAG Position: Q3 2024 in Review

Kingswood Wealth Advisors sold out of STAG Industrial (STAG) in Q3 2024, closing a stake of 6,198 shares — an estimated $223K sold.

Kingswood Wealth Advisors first reported a position in STAG in Q4 2023 and held it in 3 quarters. The position peaked at $223K in Q2 2024. 517 funds tracked by Wall St. Rank hold STAG as of Q3 2024.

  • Kingswood Wealth Advisors reported no remaining STAG Industrial position as of Q3 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 6,198 STAG Industrial shares in Q3 2024, an estimated $223K.
  • Kingswood Wealth Advisors first reported a position in STAG Industrial in Q4 2023 and held it in 3 quarters.
  • Kingswood Wealth Advisors's STAG Industrial position peaked at $223K in Q2 2024.
  • 517 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.