Valeo Financial Advisors’s STAG Industrial STAG Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-48	Closed	-$2K	–	1655
2021 Q1	$2K	Hold	48	–	–	﹤0.01%	1833
2020 Q4	$2K	Hold	48	–	–	﹤0.01%	1544
2020 Q3	$1K	Hold	48	–	–	﹤0.01%	1527
2020 Q2	$1K	Hold	48	–	–	﹤0.01%	1955
2020 Q1	$1K	Hold	48	–	–	﹤0.01%	1713
2019 Q4	$2K	Hold	48	–	–	﹤0.01%	1485
2019 Q3	$1K	Hold	48	–	–	﹤0.01%	1491
2019 Q2	$1K	Hold	48	–	–	﹤0.01%	1496
2019 Q1	$1K	Hold	48	–	–	﹤0.01%	1490
2018 Q4	$1K	Hold	48	–	–	﹤0.01%	1418
2018 Q3	$1K	Hold	48	–	–	﹤0.01%	1684
2018 Q2	$1K	Hold	48	–	–	﹤0.01%	1514
2018 Q1	$1K	Hold	48	–	–	﹤0.01%	1466
2017 Q4	$1K	Buy	+48	New	+$1.34K	﹤0.01%	1315

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Valeo Financial Advisors's STAG Position: Q2 2021 in Review

Valeo Financial Advisors sold out of STAG Industrial (STAG) in Q2 2021, closing a stake of 48 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in STAG in Q4 2017 and held it in 14 quarters. The position peaked at $2K in Q1 2021. 391 funds tracked by Wall St. Rank hold STAG as of Q2 2021.

Valeo Financial Advisors reported no remaining STAG Industrial position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 48 STAG Industrial shares in Q2 2021, an estimated $2K.
Valeo Financial Advisors first reported a position in STAG Industrial in Q4 2017 and held it in 14 quarters.
Valeo Financial Advisors's STAG Industrial position peaked at $2K in Q1 2021.
391 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.