U.S. Capital Wealth Advisors’s STAG Industrial STAG Stock Holding History

U.S. Capital 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	-16,341	Closed	-$553K	–	694
2023 Q1	$553K	Sell	16,341 -11,842	-42%	-$404K	0.03%	410
2022 Q4	$911K	Sell	28,183 -19,525	-41%	-$612K	0.04%	343
2022 Q3	$1.36M	Sell	47,708 -875	-2%	-$27.6K	0.07%	274
2022 Q2	$1.5M	Buy	48,583 +20,325	+72%	+$720K	0.07%	272
2022 Q1	$1.17M	Buy	28,258 +75	+0.3%	+$3.1K	0.04%	367
2021 Q4	$1.35M	Hold	28,183	–	–	0.05%	339
2021 Q3	$1.11M	Buy	+28,183	New	+$1.15M	0.05%	368

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

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

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

U.S. Capital Wealth Advisors's STAG Position: Q2 2023 in Review

U.S. Capital Wealth Advisors sold out of STAG Industrial (STAG) in Q2 2023, closing a stake of 16,341 shares — an estimated $553K sold.

U.S. Capital Wealth Advisors first reported a position in STAG in Q3 2021 and held it in 7 quarters. The position peaked at $1.5M in Q2 2022. 497 funds tracked by Wall St. Rank hold STAG as of Q2 2023.

U.S. Capital Wealth Advisors reported no remaining STAG Industrial position as of Q2 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 16,341 STAG Industrial shares in Q2 2023, an estimated $553K.
U.S. Capital Wealth Advisors first reported a position in STAG Industrial in Q3 2021 and held it in 7 quarters.
U.S. Capital Wealth Advisors's STAG Industrial position peaked at $1.5M in Q2 2022.
497 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2023.

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