TWM
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Tradition Wealth Management’s STAG Industrial STAG Stock Holding History

Tradition 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
2024
Q1 		– Sell
-177
Closed -$7K – 1077
2023
Q4 		$7K Buy
177
+2
+1% +$71 ﹤0.01% 1082
2023
Q3 		$6K Buy
175
+2
+1% +$73 ﹤0.01% 1142
2023
Q2 		$6K Buy
173
+2
+1% +$69 ﹤0.01% 1173
2023
Q1 		$6K Sell
171
-139
-45% -$4.74K ﹤0.01% 1122
2022
Q4 		$10K Sell
310
-1,123
-78% -$35.2K ﹤0.01% 920
2022
Q3 		$41K Buy
1,433
+13
+0.9% +$410 0.01% 563
2022
Q2 		$44K Buy
1,420
+12
+0.9% +$425 0.01% 486
2022
Q1 		$58K Buy
1,408
+9
+0.6% +$372 0.01% 480
2021
Q4 		$67K Buy
1,399
+9
+0.6% +$392 0.01% 469
2021
Q3 		$55K Buy
1,390
+320
+30% +$13.1K 0.01% 484
2021
Q2 		$40K Buy
1,070
+10
+0.9% +$365 0.01% 590
2021
Q1 		$36K Buy
1,060
+12
+1% +$383 0.01% 506
2020
Q4 		$33K Buy
+1,048
New +$32.8K 0.01% 488

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Tradition Wealth Management's STAG Position: Q1 2024 in Review

Tradition Wealth Management sold out of STAG Industrial (STAG) in Q1 2024, closing a stake of 177 shares — an estimated $7K sold.

Tradition Wealth Management first reported a position in STAG in Q4 2020 and held it in 13 quarters. The position peaked at $67K in Q4 2021. 504 funds tracked by Wall St. Rank hold STAG as of Q1 2024.

  • Tradition Wealth Management reported no remaining STAG Industrial position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 177 STAG Industrial shares in Q1 2024, an estimated $7K.
  • Tradition Wealth Management first reported a position in STAG Industrial in Q4 2020 and held it in 13 quarters.
  • Tradition Wealth Management's STAG Industrial position peaked at $67K in Q4 2021.
  • 504 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.