CDIA
STON

Capital Directions Investment Advisors’s StoneMor Inc. STON Stock Holding History

Capital Directions 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
Q2 		– Sell
-200
Closed -$1K – 279
2022
Q1 		$1K Buy
+200
New +$515 ﹤0.01% 264

Other funds holding STON

ACM
Axar Capital Management New York $304M AUM 38.78% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Directions Investment Advisors's STON Position: Q2 2022 in Review

Capital Directions Investment Advisors sold out of StoneMor Inc. (STON) in Q2 2022, closing a stake of 200 shares — an estimated $1K sold.

Capital Directions Investment Advisors first reported a position in STON in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 74 funds tracked by Wall St. Rank hold STON as of Q2 2022.

  • Capital Directions Investment Advisors reported no remaining StoneMor Inc. position as of Q2 2022 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 200 StoneMor Inc. shares in Q2 2022, an estimated $1K.
  • Capital Directions Investment Advisors first reported a position in StoneMor Inc. in Q1 2022 and held it in 1 quarter.
  • Capital Directions Investment Advisors's StoneMor Inc. position peaked at $1K in Q1 2022.
  • 74 funds tracked by Wall St. Rank held StoneMor Inc. as of Q2 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.