Goodman Advisory Group’s StoneMor Inc. STON Stock Holding History

Goodman Advisory Group’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	-13,086	Closed	-$45K	–	169
2022 Q3	$45K	Hold	13,086	–	–	0.02%	76
2022 Q2	$45K	Buy	+13,086	New	+$37.2K	0.02%	81

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

Goodman Advisory Group's STON Position: Q4 2022 in Review

Goodman Advisory Group sold out of StoneMor Inc. (STON) in Q4 2022, closing a stake of 13,086 shares — an estimated $45K sold.

Goodman Advisory Group first reported a position in STON in Q2 2022 and held it in 2 quarters. The position peaked at $45K in Q3 2022. 3 funds tracked by Wall St. Rank hold STON as of Q4 2022.

Goodman Advisory Group reported no remaining StoneMor Inc. position as of Q4 2022 after selling out during the quarter.
Goodman Advisory Group sold 13,086 StoneMor Inc. shares in Q4 2022, an estimated $45K.
Goodman Advisory Group first reported a position in StoneMor Inc. in Q2 2022 and held it in 2 quarters.
Goodman Advisory Group's StoneMor Inc. position peaked at $45K in Q3 2022.
3 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2022.

Based on Goodman Advisory Group's 13F filing for Q4 2022, filed 20 Jan 2023.