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Phoenix Wealth Advisors’s STAG Industrial STAG Stock Holding History

Phoenix 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
2021
Q4 		– Sell
-2,000
Closed -$79K – 326
2021
Q3 		$79K Buy
+2,000
New +$81.7K 0.06% 161
2021
Q1 		– Sell
-2,000
Closed -$63K – 364
2020
Q4 		$63K Buy
+2,000
New +$62.5K 0.05% 177

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Phoenix Wealth Advisors's STAG Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of STAG Industrial (STAG) in Q4 2021, closing a stake of 2,000 shares — an estimated $79K sold.

Phoenix Wealth Advisors first reported a position in STAG in Q4 2020 and held it in 2 quarters. The position peaked at $79K in Q3 2021. 439 funds tracked by Wall St. Rank hold STAG as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining STAG Industrial position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 2,000 STAG Industrial shares in Q4 2021, an estimated $79K.
  • Phoenix Wealth Advisors first reported a position in STAG Industrial in Q4 2020 and held it in 2 quarters.
  • Phoenix Wealth Advisors's STAG Industrial position peaked at $79K in Q3 2021.
  • 439 funds tracked by Wall St. Rank held STAG Industrial as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.