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Ritter Daniher Financial Advisory’s STAG Industrial STAG Stock Holding History

Ritter Daniher Financial Advisory’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
Q1 		– Sell
-150
Closed -$5.89K – 341
2023
Q4 		$5.89K Hold
150
– – ﹤0.01% 262
2023
Q3 		$5.18K Buy
+150
New +$5.44K ﹤0.01% 268

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Ritter Daniher Financial Advisory's STAG Position: Q1 2024 in Review

Ritter Daniher Financial Advisory sold out of STAG Industrial (STAG) in Q1 2024, closing a stake of 150 shares — an estimated $5.89K sold.

Ritter Daniher Financial Advisory first reported a position in STAG in Q3 2023 and held it in 2 quarters. The position peaked at $5.89K in Q4 2023. 504 funds tracked by Wall St. Rank hold STAG as of Q1 2024.

  • Ritter Daniher Financial Advisory reported no remaining STAG Industrial position as of Q1 2024 after selling out during the quarter.
  • Ritter Daniher Financial Advisory sold 150 STAG Industrial shares in Q1 2024, an estimated $5.89K.
  • Ritter Daniher Financial Advisory first reported a position in STAG Industrial in Q3 2023 and held it in 2 quarters.
  • Ritter Daniher Financial Advisory's STAG Industrial position peaked at $5.89K in Q4 2023.
  • 504 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2024.

Based on Ritter Daniher Financial Advisory's 13F filing for Q1 2024, filed 13 May 2024.