BWM
STON

BerganKDV Wealth Management’s StoneMor Inc. STON Stock Holding History

BerganKDV Wealth Management’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
-2,000
Closed -$7K – 1129
2022
Q3 		$7K Hold
2,000
– – ﹤0.01% 637
2022
Q2 		$7K Hold
2,000
– – ﹤0.01% 655
2022
Q1 		$5K Hold
2,000
– – ﹤0.01% 742
2021
Q4 		$5K Hold
2,000
– – ﹤0.01% 795
2021
Q3 		$5K Hold
2,000
– – ﹤0.01% 765
2021
Q2 		$5K Hold
2,000
– – ﹤0.01% 715
2021
Q1 		$4K Hold
2,000
– – ﹤0.01% 716
2020
Q4 		$5K Hold
2,000
– – ﹤0.01% 674
2020
Q3 		$2K Hold
2,000
– – ﹤0.01% 740
2020
Q2 		$2K Hold
2,000
– – ﹤0.01% 802
2020
Q1 		$2K Hold
2,000
– – ﹤0.01% 767
2019
Q4 		$3K Hold
2,000
– – ﹤0.01% 735
2019
Q3 		$2K Hold
2,000
– – ﹤0.01% 642
2019
Q2 		$4K Buy
+2,000
New +$5.93K ﹤0.01% 623

Other funds holding STON

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

BerganKDV Wealth Management's STON Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of StoneMor Inc. (STON) in Q4 2022, closing a stake of 2,000 shares — an estimated $7K sold.

BerganKDV Wealth Management first reported a position in STON in Q2 2019 and held it in 14 quarters. The position peaked at $7K in Q3 2022. 3 funds tracked by Wall St. Rank hold STON as of Q4 2022.

  • BerganKDV Wealth Management reported no remaining StoneMor Inc. position as of Q4 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 2,000 StoneMor Inc. shares in Q4 2022, an estimated $7K.
  • BerganKDV Wealth Management first reported a position in StoneMor Inc. in Q2 2019 and held it in 14 quarters.
  • BerganKDV Wealth Management's StoneMor Inc. position peaked at $7K in Q3 2022.
  • 3 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.