Clearstead Advisors’s StoneMor Inc. STON Stock Holding History

Clearstead 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	-900	Closed	-$3K	–	1406
2022 Q3	$3K	Hold	900	–	–	﹤0.01%	1060
2022 Q2	$3K	Buy	900 +600	+200%	+$1.71K	﹤0.01%	1082
2022 Q1	$1K	Hold	300	–	–	﹤0.01%	1356
2021 Q4	$1K	Hold	300	–	–	﹤0.01%	1251
2021 Q3	$1K	Hold	300	–	–	﹤0.01%	1271
2021 Q2	$1K	Buy	300 +200	+200%	+$455	﹤0.01%	1235
2021 Q1	$0	Buy	+100	New	+$261	﹤0.01%	1204

Other funds holding STON

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

Clearstead Advisors's STON Position: Q4 2022 in Review

Clearstead Advisors sold out of StoneMor Inc. (STON) in Q4 2022, closing a stake of 900 shares — an estimated $3K sold.

Clearstead Advisors first reported a position in STON in Q1 2021 and held it in 7 quarters. The position peaked at $3K in Q3 2022. 3 funds tracked by Wall St. Rank hold STON as of Q4 2022.

Clearstead Advisors reported no remaining StoneMor Inc. position as of Q4 2022 after selling out during the quarter.
Clearstead Advisors sold 900 StoneMor Inc. shares in Q4 2022, an estimated $3K.
Clearstead Advisors first reported a position in StoneMor Inc. in Q1 2021 and held it in 7 quarters.
Clearstead Advisors's StoneMor Inc. position peaked at $3K in Q3 2022.
3 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2022.

Based on Clearstead Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.