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Selective Wealth Management’s STAG Industrial STAG Stock Holding History

Selective Wealth Management’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
Q3 		– Sell
-106
Closed -$4K – 615
2021
Q2 		$4K Hold
106
– – ﹤0.01% 425
2021
Q1 		$4K Hold
106
– – ﹤0.01% 332
2020
Q4 		$3K Hold
106
– – ﹤0.01% 327
2020
Q3 		$3K Buy
+106
New +$3.35K ﹤0.01% 274

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Selective Wealth Management's STAG Position: Q3 2021 in Review

Selective Wealth Management sold out of STAG Industrial (STAG) in Q3 2021, closing a stake of 106 shares — an estimated $4K sold.

Selective Wealth Management first reported a position in STAG in Q3 2020 and held it in 4 quarters. The position peaked at $4K in Q2 2021. 409 funds tracked by Wall St. Rank hold STAG as of Q3 2021.

  • Selective Wealth Management reported no remaining STAG Industrial position as of Q3 2021 after selling out during the quarter.
  • Selective Wealth Management sold 106 STAG Industrial shares in Q3 2021, an estimated $4K.
  • Selective Wealth Management first reported a position in STAG Industrial in Q3 2020 and held it in 4 quarters.
  • Selective Wealth Management's STAG Industrial position peaked at $4K in Q2 2021.
  • 409 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2021.

Based on Selective Wealth Management's 13F filing for Q3 2021, filed 27 Oct 2021.