LNWWM
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Laird Norton Wetherby Wealth Management’s STAG Industrial STAG Stock Holding History

Laird Norton Wetherby Wealth Management’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
-8,588
Closed -$336K – 944
2024
Q3 		$336K Sell
8,588
-23
-0.3% -$901 0.02% 691
2024
Q2 		$311K Sell
8,611
-6
-0.1% -$214 0.01% 699
2024
Q1 		$331K Sell
8,617
-17
-0.2% -$644 0.02% 711
2023
Q4 		$339K Buy
8,634
+12
+0.1% +$426 0.02% 678
2023
Q3 		$298K Buy
8,622
+11
+0.1% +$399 0.02% 689
2023
Q2 		$309K Buy
8,611
+78
+0.9% +$2.7K 0.02% 704
2023
Q1 		$289K Sell
8,533
-153
-2% -$5.22K 0.02% 722
2022
Q4 		$281K Sell
8,686
-152
-2% -$4.76K 0.02% 710
2022
Q3 		$251K Buy
8,838
+391
+5% +$12.3K 0.02% 721
2022
Q2 		$261K Buy
8,447
+31
+0.4% +$1.1K 0.02% 730
2022
Q1 		$348K Sell
8,416
-61
-0.7% -$2.52K 0.02% 664
2021
Q4 		$406K Sell
8,477
-123
-1% -$5.36K 0.02% 603
2021
Q3 		$338K Buy
8,600
+2,604
+43% +$106K 0.02% 655
2021
Q2 		$224K Buy
+5,996
New +$219K 0.01% 826

Other funds holding STAG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's STAG Position: Q4 2024 in Review

Laird Norton Wetherby Wealth Management sold out of STAG Industrial (STAG) in Q4 2024, closing a stake of 8,588 shares — an estimated $336K sold.

Laird Norton Wetherby Wealth Management first reported a position in STAG in Q2 2021 and held it in 14 quarters. The position peaked at $406K in Q4 2021. 520 funds tracked by Wall St. Rank hold STAG as of Q4 2024.

  • Laird Norton Wetherby Wealth Management reported no remaining STAG Industrial position as of Q4 2024 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 8,588 STAG Industrial shares in Q4 2024, an estimated $336K.
  • Laird Norton Wetherby Wealth Management first reported a position in STAG Industrial in Q2 2021 and held it in 14 quarters.
  • Laird Norton Wetherby Wealth Management's STAG Industrial position peaked at $406K in Q4 2021.
  • 520 funds tracked by Wall St. Rank held STAG Industrial as of Q4 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.