PWMG
STON

Prestige Wealth Management Group’s StoneMor Inc. STON Stock Holding History

Prestige Wealth Management 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
2020
Q4 		– Sell
-100
Closed – – 1066
2020
Q3 		$0 Hold
100
– – ﹤0.01% 938
2020
Q2 		$0 Hold
100
– – ﹤0.01% 984
2020
Q1 		$0 Buy
+100
New +$116 ﹤0.01% 1042

Other funds holding STON

ACM
Axar Capital Management New York $304M AUM 38.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prestige Wealth Management Group's STON Position: Q4 2020 in Review

Prestige Wealth Management Group sold out of StoneMor Inc. (STON) in Q4 2020, closing a stake of 100 shares.

Prestige Wealth Management Group first reported a position in STON in Q1 2020 and held it in 3 quarters. The position peaked at $0 in Q3 2020. 43 funds tracked by Wall St. Rank hold STON as of Q4 2020.

  • Prestige Wealth Management Group reported no remaining StoneMor Inc. position as of Q4 2020 after selling out during the quarter.
  • Prestige Wealth Management Group sold 100 StoneMor Inc. shares in Q4 2020.
  • Prestige Wealth Management Group first reported a position in StoneMor Inc. in Q1 2020 and held it in 3 quarters.
  • Prestige Wealth Management Group's StoneMor Inc. position peaked at $0 in Q3 2020.
  • 43 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2020.

Based on Prestige Wealth Management Group's 13F filing for Q4 2020, filed 17 Feb 2021.