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Western Wealth Management’s STAG Industrial STAG Stock Holding History

Western 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
2022
Q4 		– Sell
-11,234
Closed -$316K – 774
2022
Q3 		$316K Sell
11,234
-8,274
-42% -$261K 0.02% 619
2022
Q2 		$589K Sell
19,508
-1,777
-8% -$63K 0.03% 429
2022
Q1 		$880K Buy
21,285
+9,107
+75% +$376K 0.04% 360
2021
Q4 		$583K Buy
+12,178
New +$531K 0.06% 297

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Western Wealth Management's STAG Position: Q4 2022 in Review

Western Wealth Management sold out of STAG Industrial (STAG) in Q4 2022, closing a stake of 11,234 shares — an estimated $316K sold.

Western Wealth Management first reported a position in STAG in Q4 2021 and held it in 4 quarters. The position peaked at $880K in Q1 2022. 443 funds tracked by Wall St. Rank hold STAG as of Q4 2022.

  • Western Wealth Management reported no remaining STAG Industrial position as of Q4 2022 after selling out during the quarter.
  • Western Wealth Management sold 11,234 STAG Industrial shares in Q4 2022, an estimated $316K.
  • Western Wealth Management first reported a position in STAG Industrial in Q4 2021 and held it in 4 quarters.
  • Western Wealth Management's STAG Industrial position peaked at $880K in Q1 2022.
  • 443 funds tracked by Wall St. Rank held STAG Industrial as of Q4 2022.

Based on Western Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.