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Planned Solutions’s STAG Industrial STAG Stock Holding History

Planned Solutions’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
Q4 		– Sell
-450
Closed -$17.6K – 562
2024
Q3 		$17.6K Buy
+450
New +$17.6K 0.01% 403
2024
Q1 		– Sell
-450
Closed -$17.7K – 486
2023
Q4 		$17.7K Buy
+450
New +$16K 0.01% 378
2021
Q1 		– Sell
-950
Closed -$30K – 361
2020
Q4 		$30K Buy
950
+500
+111% +$15.6K 0.02% 253
2020
Q3 		$14K Buy
+450
New +$14.2K 0.01% 239

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Planned Solutions's STAG Position: Q4 2024 in Review

Planned Solutions sold out of STAG Industrial (STAG) in Q4 2024, closing a stake of 450 shares — an estimated $17.6K sold.

Planned Solutions first reported a position in STAG in Q3 2020 and held it in 4 quarters. The position peaked at $30K in Q4 2020. 520 funds tracked by Wall St. Rank hold STAG as of Q4 2024.

  • Planned Solutions reported no remaining STAG Industrial position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 450 STAG Industrial shares in Q4 2024, an estimated $17.6K.
  • Planned Solutions first reported a position in STAG Industrial in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's STAG Industrial position peaked at $30K in Q4 2020.
  • 520 funds tracked by Wall St. Rank held STAG Industrial as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.