New Wave Wealth Advisors’s STAG Industrial STAG Stock Holding History

New Wave 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
2025 Q1	–	Sell	-55	Closed	-$1.87K	–	604
2024 Q4	$1.87K	Buy	+55	New	+$2.01K	﹤0.01%	560

Other funds holding STAG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

New Wave Wealth Advisors's STAG Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of STAG Industrial (STAG) in Q1 2025, closing a stake of 55 shares — an estimated $1.87K sold.

New Wave Wealth Advisors first reported a position in STAG in Q4 2024 and held it in 1 quarter. The position peaked at $1.87K in Q4 2024. 519 funds tracked by Wall St. Rank hold STAG as of Q1 2025.

New Wave Wealth Advisors reported no remaining STAG Industrial position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 55 STAG Industrial shares in Q1 2025, an estimated $1.87K.
New Wave Wealth Advisors first reported a position in STAG Industrial in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's STAG Industrial position peaked at $1.87K in Q4 2024.
519 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.