Patriot Financial Group Insurance Agency’s STAG Industrial STAG Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-1,050	Closed	-$32K	–	1762
2022 Q2	$32K	Buy	1,050 +50	+5%	+$1.77K	0.01%	878
2022 Q1	$41K	Hold	1,000	–	–	0.01%	843
2021 Q4	$48K	Hold	1,000	–	–	0.01%	884
2021 Q3	$39K	Hold	1,000	–	–	0.01%	958
2021 Q2	$37K	Hold	1,000	–	–	0.01%	949
2021 Q1	$34K	Hold	1,000	–	–	0.01%	904
2020 Q4	$31K	Hold	1,000	–	–	0.01%	845
2020 Q3	$30K	Hold	1,000	–	–	0.01%	672
2020 Q2	$29K	Hold	1,000	–	–	0.01%	654
2020 Q1	$23K	Hold	1,000	–	–	0.01%	627
2019 Q4	$32K	Hold	1,000	–	–	0.01%	583
2019 Q3	$29K	Hold	1,000	–	–	0.01%	555
2019 Q2	$31K	Hold	1,000	–	–	0.01%	536
2019 Q1	$30K	Hold	1,000	–	–	0.02%	474
2018 Q4	$25K	Hold	1,000	–	–	0.02%	432
2018 Q3	$28K	Hold	1,000	–	–	0.02%	413
2018 Q2	$27K	Hold	1,000	–	–	0.03%	248
2018 Q1	$23K	Hold	1,000	–	–	0.02%	447
2017 Q4	$26K	Hold	1,000	–	–	0.02%	406
2017 Q3	$28K	Hold	1,000	–	–	0.03%	348
2017 Q2	$27K	Hold	1,000	–	–	0.03%	337
2017 Q1	$25K	Hold	1,000	–	–	0.03%	322
2016 Q4	$24K	Buy	+1,000	New	+$23K	0.03%	321

Other funds holding STAG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Patriot Financial Group Insurance Agency's STAG Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of STAG Industrial (STAG) in Q3 2022, closing a stake of 1,050 shares — an estimated $32K sold.

Patriot Financial Group Insurance Agency first reported a position in STAG in Q4 2016 and held it in 23 quarters. The position peaked at $48K in Q4 2021. 403 funds tracked by Wall St. Rank hold STAG as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining STAG Industrial position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,050 STAG Industrial shares in Q3 2022, an estimated $32K.
Patriot Financial Group Insurance Agency first reported a position in STAG Industrial in Q4 2016 and held it in 23 quarters.
Patriot Financial Group Insurance Agency's STAG Industrial position peaked at $48K in Q4 2021.
403 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.