TCI Wealth Advisors’s STAG Industrial STAG Stock Holding History

TCI 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 Q2	–	Sell	-324	Closed	-$11K	–	1983
2023 Q1	$11K	Buy	324 +220	+212%	+$7.5K	﹤0.01%	1033
2022 Q4	$3.36K	Sell	104 -485	-82%	-$15.2K	﹤0.01%	1799
2022 Q3	$17K	Buy	589 +426	+261%	+$13.4K	﹤0.01%	740
2022 Q2	$5K	Sell	163 -81	-33%	-$2.87K	﹤0.01%	1537
2022 Q1	$10K	Buy	244 +35	+17%	+$1.45K	﹤0.01%	1120
2021 Q4	$10K	Buy	209 +21	+11%	+$915	﹤0.01%	1197
2021 Q3	$7K	Buy	188 +56	+42%	+$2.29K	﹤0.01%	1384
2021 Q2	$5K	Buy	132 +25	+23%	+$911	﹤0.01%	1488
2021 Q1	$4K	Buy	+107	New	+$3.42K	﹤0.01%	1420
2020 Q1	–	Sell	-500	Closed	-$16K	–	1747
2019 Q4	$16K	Hold	500	–	–	0.01%	609
2019 Q3	$15K	Hold	500	–	–	0.01%	551
2019 Q2	$15K	Hold	500	–	–	0.01%	533
2019 Q1	$15K	Hold	500	–	–	0.01%	554
2018 Q4	$12K	Hold	500	–	–	0.01%	588
2018 Q3	$14K	Hold	500	–	–	0.01%	579
2018 Q2	$14K	Hold	500	–	–	0.01%	580
2018 Q1	$12K	Hold	500	–	–	0.01%	592
2017 Q4	$14K	Hold	500	–	–	0.01%	571
2017 Q3	$14K	Hold	500	–	–	0.01%	534
2017 Q2	$14K	Hold	500	–	–	0.01%	534
2017 Q1	$13K	Buy	+500	New	+$12.2K	0.01%	529
2016 Q1	–	Sell	-500	Closed	-$9K	–	1404
2015 Q4	$9K	Hold	500	–	–	0.01%	615
2015 Q3	$9K	Hold	500	–	–	0.01%	541
2015 Q2	$10K	Buy	+500	New	+$10.9K	0.01%	526
2014 Q1	–	Sell	-2,000	Closed	-$41K	–	913
2013 Q4	$41K	Buy	+2,000	New	+$41.7K	0.03%	264

Other funds holding STAG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

TCI Wealth Advisors's STAG Position: Q2 2023 in Review

TCI Wealth Advisors sold out of STAG Industrial (STAG) in Q2 2023, closing a stake of 324 shares — an estimated $11K sold.

TCI Wealth Advisors first reported a position in STAG in Q4 2013 and held it in 25 quarters. The position peaked at $41K in Q4 2013. 497 funds tracked by Wall St. Rank hold STAG as of Q2 2023.

TCI Wealth Advisors reported no remaining STAG Industrial position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 324 STAG Industrial shares in Q2 2023, an estimated $11K.
TCI Wealth Advisors first reported a position in STAG Industrial in Q4 2013 and held it in 25 quarters.
TCI Wealth Advisors's STAG Industrial position peaked at $41K in Q4 2013.
497 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.