MSWM
STAG icon

McGlone Suttner Wealth Management’s STAG Industrial STAG Stock Holding History

McGlone Suttner 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
Q1 		– Sell
-190
Closed -$7.45K – 687
2023
Q4 		$7.45K Buy
+190
New +$6.74K ﹤0.01% 540

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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

McGlone Suttner Wealth Management's STAG Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of STAG Industrial (STAG) in Q1 2024, closing a stake of 190 shares — an estimated $7.45K sold.

McGlone Suttner Wealth Management first reported a position in STAG in Q4 2023 and held it in 1 quarter. The position peaked at $7.45K in Q4 2023. 504 funds tracked by Wall St. Rank hold STAG as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining STAG Industrial position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 190 STAG Industrial shares in Q1 2024, an estimated $7.45K.
  • McGlone Suttner Wealth Management first reported a position in STAG Industrial in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's STAG Industrial position peaked at $7.45K in Q4 2023.
  • 504 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.