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Private Wealth Management Group’s STAG Industrial STAG Stock Holding History

Private Wealth Management Group’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
-52
Closed -$2.03K – 1564
2024
Q3 		$2.03K Hold
52
– – ﹤0.01% 1061
2024
Q2 		$1.88K Hold
52
– – ﹤0.01% 1071
2024
Q1 		$2K Hold
52
– – ﹤0.01% 968
2023
Q4 		$2.04K Buy
+52
New +$1.85K ﹤0.01% 971

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

Private Wealth Management Group's STAG Position: Q4 2024 in Review

Private Wealth Management Group sold out of STAG Industrial (STAG) in Q4 2024, closing a stake of 52 shares — an estimated $2.03K sold.

Private Wealth Management Group first reported a position in STAG in Q4 2023 and held it in 4 quarters. The position peaked at $2.04K in Q4 2023. 520 funds tracked by Wall St. Rank hold STAG as of Q4 2024.

  • Private Wealth Management Group reported no remaining STAG Industrial position as of Q4 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 52 STAG Industrial shares in Q4 2024, an estimated $2.03K.
  • Private Wealth Management Group first reported a position in STAG Industrial in Q4 2023 and held it in 4 quarters.
  • Private Wealth Management Group's STAG Industrial position peaked at $2.04K in Q4 2023.
  • 520 funds tracked by Wall St. Rank held STAG Industrial as of Q4 2024.

Based on Private Wealth Management Group's 13F filing for Q4 2024, filed 27 Jan 2025.