BIA
STON

Bell Investment Advisors’s StoneMor Inc. STON Stock Holding History

Bell Investment 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
2022
Q4 		– Sell
-145
Closed – – 2067
2022
Q3 		$0 Buy
+145
New +$498 ﹤0.01% 2036

Other funds holding STON

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bell Investment Advisors's STON Position: Q4 2022 in Review

Bell Investment Advisors sold out of StoneMor Inc. (STON) in Q4 2022, closing a stake of 145 shares.

Bell Investment Advisors first reported a position in STON in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 3 funds tracked by Wall St. Rank hold STON as of Q4 2022.

  • Bell Investment Advisors reported no remaining StoneMor Inc. position as of Q4 2022 after selling out during the quarter.
  • Bell Investment Advisors sold 145 StoneMor Inc. shares in Q4 2022.
  • Bell Investment Advisors first reported a position in StoneMor Inc. in Q3 2022 and held it in 1 quarter.
  • Bell Investment Advisors's StoneMor Inc. position peaked at $0 in Q3 2022.
  • 3 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2022.

Based on Bell Investment Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.