American Portfolios Advisors’s StoneMor Inc. STON Stock Holding History

American Portfolios Advisors’s Portfolio STON Stock Details STON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-215	Closed	-$207	–	3125
2020 Q3	$207	Hold	215	–	–	﹤0.01%	2898
2020 Q2	$167	Hold	215	–	–	﹤0.01%	2807
2020 Q1	$224	Hold	215	–	–	﹤0.01%	2712
2019 Q4	$312	Sell	215 -216	-50%	-$250	﹤0.01%	2769
2019 Q3	$478	Hold	431	–	–	﹤0.01%	2718
2019 Q2	$947	Hold	431	–	–	﹤0.01%	2592
2019 Q1	$1.62K	Hold	431	–	–	﹤0.01%	2415
2018 Q4	$904	Hold	431	–	–	﹤0.01%	2269
2018 Q3	$2.21K	Hold	431	–	–	﹤0.01%	2220
2018 Q2	$2.6K	Hold	431	–	–	﹤0.01%	2157
2018 Q1	$2.67K	Sell	431 -600	-58%	-$3.55K	﹤0.01%	2038
2017 Q4	$6.76K	Buy	+1,031	New	+$6.92K	﹤0.01%	1718

Other funds holding STON

ACM

Axar Capital Management New York $304M AUM 38.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Portfolios Advisors's STON Position: Q4 2020 in Review

American Portfolios Advisors sold out of StoneMor Inc. (STON) in Q4 2020, closing a stake of 215 shares — an estimated $207 sold.

American Portfolios Advisors first reported a position in STON in Q4 2017 and held it in 12 quarters. The position peaked at $6.76K in Q4 2017. 43 funds tracked by Wall St. Rank hold STON as of Q4 2020.

American Portfolios Advisors reported no remaining StoneMor Inc. position as of Q4 2020 after selling out during the quarter.
American Portfolios Advisors sold 215 StoneMor Inc. shares in Q4 2020, an estimated $207.
American Portfolios Advisors first reported a position in StoneMor Inc. in Q4 2017 and held it in 12 quarters.
American Portfolios Advisors's StoneMor Inc. position peaked at $6.76K in Q4 2017.
43 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2020.

Based on American Portfolios Advisors's 13F filing for Q4 2020, filed 22 Mar 2023.