Sutton Wealth Advisors’s STAG Industrial STAG Stock Holding History

Sutton 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 Q3	$25.2K	Hold	730	–	–	0.01%	327
2023 Q2	$26.2K	Hold	730	–	–	0.01%	313
2023 Q1	$24.7K	Hold	730	–	–	0.01%	282
2022 Q4	$23.6K	Hold	730	–	–	0.01%	634
2022 Q3	$20.8K	Hold	730	–	–	0.01%	650
2022 Q2	$22.5K	Hold	730	–	–	0.01%	631
2022 Q1	$30.2K	Hold	730	–	–	0.01%	574
2021 Q4	$35K	Hold	730	–	–	0.01%	523
2021 Q3	$28.7K	Hold	730	–	–	0.01%	579
2021 Q2	$27.3K	Hold	730	–	–	0.01%	605
2021 Q1	$24.5K	Hold	730	–	–	0.01%	610
2020 Q4	$22.9K	Hold	730	–	–	0.01%	570
2020 Q3	$22.3K	Hold	730	–	–	0.01%	512
2020 Q2	$21.4K	Hold	730	–	–	0.01%	512
2020 Q1	$16.4K	Hold	730	–	–	0.01%	525
2019 Q4	$23K	Hold	730	–	–	0.01%	543
2019 Q3	$21.5K	Hold	730	–	–	0.01%	562
2019 Q2	$22.1K	Hold	730	–	–	0.01%	540
2019 Q1	$21.6K	Hold	730	–	–	0.01%	548
2018 Q4	$18.2K	Hold	730	–	–	0.01%	552
2018 Q3	$20.1K	Hold	730	–	–	0.01%	581
2018 Q2	$19.9K	Hold	730	–	–	0.01%	589
2018 Q1	$17.5K	Buy	+730	New	+$17.8K	0.01%	626

Other funds holding STAG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sutton Wealth Advisors's STAG Position: Q3 2023 in Review

Sutton Wealth Advisors held its STAG Industrial (STAG) position steady in Q3 2023 at 730 shares worth $25.2K. The position accounts for 0.01% of the portfolio, ranked #327.

Sutton Wealth Advisors first reported a position in STAG in Q1 2018 and has held it in 23 quarters since. The position peaked at $35K in Q4 2021. 491 funds tracked by Wall St. Rank hold STAG as of Q3 2023.

Sutton Wealth Advisors held 730 shares of STAG Industrial worth $25.2K as of Q3 2023.
Sutton Wealth Advisors left its STAG Industrial share count unchanged in Q3 2023.
STAG Industrial made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #327 holding.
Sutton Wealth Advisors first reported a position in STAG Industrial in Q1 2018 and has held it in 23 quarters since.
Sutton Wealth Advisors's STAG Industrial position peaked at $35K in Q4 2021.
491 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.