FPW
STON

Flagship Private Wealth’s StoneMor Inc. STON Stock Holding History

Flagship Private Wealth’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
2021
Q3 		– Sell
-75
Closed -$195 – 322
2021
Q2 		$195 Hold
75
– – ﹤0.01% 330
2021
Q1 		$139 Hold
75
– – ﹤0.01% 298
2020
Q4 		$244 Buy
+75
New +$99 ﹤0.01% 305

Other funds holding STON

ACM
Axar Capital Management New York $304M AUM 38.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Flagship Private Wealth's STON Position: Q3 2021 in Review

Flagship Private Wealth sold out of StoneMor Inc. (STON) in Q3 2021, closing a stake of 75 shares — an estimated $195 sold.

Flagship Private Wealth first reported a position in STON in Q4 2020 and held it in 3 quarters. The position peaked at $244 in Q4 2020. 58 funds tracked by Wall St. Rank hold STON as of Q3 2021.

  • Flagship Private Wealth reported no remaining StoneMor Inc. position as of Q3 2021 after selling out during the quarter.
  • Flagship Private Wealth sold 75 StoneMor Inc. shares in Q3 2021, an estimated $195.
  • Flagship Private Wealth first reported a position in StoneMor Inc. in Q4 2020 and held it in 3 quarters.
  • Flagship Private Wealth's StoneMor Inc. position peaked at $244 in Q4 2020.
  • 58 funds tracked by Wall St. Rank held StoneMor Inc. as of Q3 2021.

Based on Flagship Private Wealth's 13F filing for Q3 2021, filed 20 Oct 2021.