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WealthTrak Capital Management’s STAG Industrial STAG Stock Holding History

WealthTrak Capital 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
-10
Closed -$339 – 1100
2024
Q4 		$339 Buy
+10
New +$366 ﹤0.01% 682

Other funds holding STAG

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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

WealthTrak Capital Management's STAG Position: Q1 2025 in Review

WealthTrak Capital Management sold out of STAG Industrial (STAG) in Q1 2025, closing a stake of 10 shares — an estimated $339 sold.

WealthTrak Capital Management first reported a position in STAG in Q4 2024 and held it in 1 quarter. The position peaked at $339 in Q4 2024. 519 funds tracked by Wall St. Rank hold STAG as of Q1 2025.

  • WealthTrak Capital Management reported no remaining STAG Industrial position as of Q1 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 10 STAG Industrial shares in Q1 2025, an estimated $339.
  • WealthTrak Capital Management first reported a position in STAG Industrial in Q4 2024 and held it in 1 quarter.
  • WealthTrak Capital Management's STAG Industrial position peaked at $339 in Q4 2024.
  • 519 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2025.

Based on WealthTrak Capital Management's 13F filing for Q1 2025, filed 15 May 2025.