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Prevail Innovative Wealth Advisors’s STAG Industrial STAG Stock Holding History

Prevail Innovative 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
2023
Q4 		– Sell
-25,487
Closed -$880K – 154
2023
Q3 		$880K Buy
+25,487
New +$925K 0.46% 66

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prevail Innovative Wealth Advisors's STAG Position: Q4 2023 in Review

Prevail Innovative Wealth Advisors sold out of STAG Industrial (STAG) in Q4 2023, closing a stake of 25,487 shares — an estimated $880K sold.

Prevail Innovative Wealth Advisors first reported a position in STAG in Q3 2023 and held it in 1 quarter. The position peaked at $880K in Q3 2023. 515 funds tracked by Wall St. Rank hold STAG as of Q4 2023.

  • Prevail Innovative Wealth Advisors reported no remaining STAG Industrial position as of Q4 2023 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 25,487 STAG Industrial shares in Q4 2023, an estimated $880K.
  • Prevail Innovative Wealth Advisors first reported a position in STAG Industrial in Q3 2023 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's STAG Industrial position peaked at $880K in Q3 2023.
  • 515 funds tracked by Wall St. Rank held STAG Industrial as of Q4 2023.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.