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SFMG Wealth Advisors’s STAG Industrial STAG Stock Holding History

SFMG 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
2024
Q2 		– Sell
-5,248
Closed -$202K – 288
2024
Q1 		$202K Buy
5,248
+8
+0.2% +$303 0.02% 252
2023
Q4 		$206K Buy
+5,240
New +$186K 0.02% 238

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

SFMG Wealth Advisors's STAG Position: Q2 2024 in Review

SFMG Wealth Advisors sold out of STAG Industrial (STAG) in Q2 2024, closing a stake of 5,248 shares — an estimated $202K sold.

SFMG Wealth Advisors first reported a position in STAG in Q4 2023 and held it in 2 quarters. The position peaked at $206K in Q4 2023. 522 funds tracked by Wall St. Rank hold STAG as of Q2 2024.

  • SFMG Wealth Advisors reported no remaining STAG Industrial position as of Q2 2024 after selling out during the quarter.
  • SFMG Wealth Advisors sold 5,248 STAG Industrial shares in Q2 2024, an estimated $202K.
  • SFMG Wealth Advisors first reported a position in STAG Industrial in Q4 2023 and held it in 2 quarters.
  • SFMG Wealth Advisors's STAG Industrial position peaked at $206K in Q4 2023.
  • 522 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2024.

Based on SFMG Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.