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Venturi Wealth Management’s STAG Industrial STAG Stock Holding History

Venturi 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
2025
Q1 		– Sell
-3,235
Closed -$109K – 1652
2024
Q4 		$109K Buy
+3,235
New +$118K 0.01% 733
2024
Q3 		– Sell
-32
Closed -$1.14K – 1832
2024
Q2 		$1.14K Buy
32
+1
+3% +$36 ﹤0.01% 1457
2024
Q1 		$1.2K Hold
31
– – ﹤0.01% 1318
2023
Q4 		$1.22K Hold
31
– – ﹤0.01% 1310
2023
Q3 		$1.06K Buy
+31
New +$1.13K ﹤0.01% 1289

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Venturi Wealth Management's STAG Position: Q1 2025 in Review

Venturi Wealth Management sold out of STAG Industrial (STAG) in Q1 2025, closing a stake of 3,235 shares — an estimated $109K sold.

Venturi Wealth Management first reported a position in STAG in Q3 2023 and held it in 5 quarters. The position peaked at $109K in Q4 2024. 519 funds tracked by Wall St. Rank hold STAG as of Q1 2025.

  • Venturi Wealth Management reported no remaining STAG Industrial position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 3,235 STAG Industrial shares in Q1 2025, an estimated $109K.
  • Venturi Wealth Management first reported a position in STAG Industrial in Q3 2023 and held it in 5 quarters.
  • Venturi Wealth Management's STAG Industrial position peaked at $109K in Q4 2024.
  • 519 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.