OIA
STON

Optimum Investment Advisors’s StoneMor Inc. STON Stock Holding History

Optimum 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
Q4 		– Sell
-300
Closed -$1K – 854
2022
Q3 		$1K Hold
300
– – ﹤0.01% 797
2022
Q2 		$1K Buy
300
+100
+50% +$284 ﹤0.01% 819
2022
Q1 		$1K Buy
+200
New +$515 ﹤0.01% 822
2014
Q1 		– Sell
-120
Closed -$3K – 786
2013
Q4 		$3K Buy
+120
New +$3.01K ﹤0.01% 708

Other funds holding STON

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Optimum Investment Advisors's STON Position: Q4 2022 in Review

Optimum Investment Advisors sold out of StoneMor Inc. (STON) in Q4 2022, closing a stake of 300 shares — an estimated $1K sold.

Optimum Investment Advisors first reported a position in STON in Q4 2013 and held it in 4 quarters. The position peaked at $3K in Q4 2013. 3 funds tracked by Wall St. Rank hold STON as of Q4 2022.

  • Optimum Investment Advisors reported no remaining StoneMor Inc. position as of Q4 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 300 StoneMor Inc. shares in Q4 2022, an estimated $1K.
  • Optimum Investment Advisors first reported a position in StoneMor Inc. in Q4 2013 and held it in 4 quarters.
  • Optimum Investment Advisors's StoneMor Inc. position peaked at $3K in Q4 2013.
  • 3 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2022.

Based on Optimum Investment Advisors's 13F filing for Q4 2022, filed 5 Jan 2023.