JFS Wealth Advisors’s StoneMor Inc. STON Stock Holding History

JFS Wealth 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	-428	Closed	-$1K	–	2014
2022 Q3	$1K	Hold	428	–	–	﹤0.01%	1710
2022 Q2	$1K	Hold	428	–	–	﹤0.01%	1705
2022 Q1	$1K	Hold	428	–	–	﹤0.01%	1790
2021 Q4	$1K	Hold	428	–	–	﹤0.01%	1668
2021 Q3	$1K	Buy	+428	New	+$1.1K	﹤0.01%	827

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

JFS Wealth Advisors's STON Position: Q4 2022 in Review

JFS Wealth Advisors sold out of StoneMor Inc. (STON) in Q4 2022, closing a stake of 428 shares — an estimated $1K sold.

JFS Wealth Advisors first reported a position in STON in Q3 2021 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 3 funds tracked by Wall St. Rank hold STON as of Q4 2022.

JFS Wealth Advisors reported no remaining StoneMor Inc. position as of Q4 2022 after selling out during the quarter.
JFS Wealth Advisors sold 428 StoneMor Inc. shares in Q4 2022, an estimated $1K.
JFS Wealth Advisors first reported a position in StoneMor Inc. in Q3 2021 and held it in 5 quarters.
JFS Wealth Advisors's StoneMor Inc. position peaked at $1K in Q3 2022.
3 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2022.

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