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Total Clarity Wealth Management’s STAG Industrial STAG Stock Holding History

Total Clarity 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
2022
Q3 		– Sell
-3,685
Closed -$114K – 886
2022
Q2 		$114K Buy
+3,685
New +$131K 0.06% 300
2022
Q1 		– Sell
-5,633
Closed -$270K – 828
2021
Q4 		$270K Buy
5,633
+2,894
+106% +$126K 0.12% 174
2021
Q3 		$108K Buy
+2,739
New +$112K 0.05% 295
2021
Q2 		– Sell
-425
Closed -$14K – 674
2021
Q1 		$14K Buy
+425
New +$13.6K 0.01% 510
2020
Q1 		– Sell
-200
Closed -$6K – 551
2019
Q4 		$6K Buy
+200
New +$6.13K ﹤0.01% 567

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Total Clarity Wealth Management's STAG Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of STAG Industrial (STAG) in Q3 2022, closing a stake of 3,685 shares — an estimated $114K sold.

Total Clarity Wealth Management first reported a position in STAG in Q4 2019 and held it in 5 quarters. The position peaked at $270K in Q4 2021. 403 funds tracked by Wall St. Rank hold STAG as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining STAG Industrial position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 3,685 STAG Industrial shares in Q3 2022, an estimated $114K.
  • Total Clarity Wealth Management first reported a position in STAG Industrial in Q4 2019 and held it in 5 quarters.
  • Total Clarity Wealth Management's STAG Industrial position peaked at $270K in Q4 2021.
  • 403 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.