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Laurel Wealth Advisors (California)’s STAG Industrial STAG Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$627K Hold
19,410
– – 0.06% 312
2022
Q3 		$552K Hold
19,410
– – 0.06% 321
2022
Q2 		$599K Sell
19,410
-1,000
-5% -$35.4K 0.06% 317
2022
Q1 		$844K Buy
20,410
+3,140
+18% +$130K 0.07% 276
2021
Q4 		$828K Sell
17,270
-350
-2% -$15.3K 0.06% 315
2021
Q3 		$692K Sell
17,620
-35
-0.2% -$1.43K 0.13% 187
2021
Q2 		$661K Buy
17,655
+2,835
+19% +$103K 0.09% 229
2021
Q1 		$498K Buy
14,820
+3,275
+28% +$105K 0.08% 255
2020
Q4 		$362K Buy
11,545
+275
+2% +$8.59K 0.05% 306
2020
Q3 		$344K Buy
11,270
+2,670
+31% +$84.2K 0.06% 280
2020
Q2 		$252K Buy
+8,600
New +$226K 0.05% 319

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Laurel Wealth Advisors (California)'s STAG Position: Q4 2022 in Review

Laurel Wealth Advisors (California) held its STAG Industrial (STAG) position steady in Q4 2022 at 19,410 shares worth $627K. The position accounts for 0.06% of the portfolio, ranked #312.

Laurel Wealth Advisors (California) first reported a position in STAG in Q2 2020 and has held it in 11 quarters since. The position peaked at $844K in Q1 2022. 443 funds tracked by Wall St. Rank hold STAG as of Q4 2022.

  • Laurel Wealth Advisors (California) held 19,410 shares of STAG Industrial worth $627K as of Q4 2022.
  • Laurel Wealth Advisors (California) left its STAG Industrial share count unchanged in Q4 2022.
  • STAG Industrial made up 0.06% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #312 holding.
  • Laurel Wealth Advisors (California) first reported a position in STAG Industrial in Q2 2020 and has held it in 11 quarters since.
  • Laurel Wealth Advisors (California)'s STAG Industrial position peaked at $844K in Q1 2022.
  • 443 funds tracked by Wall St. Rank held STAG Industrial as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.