PFS
STON

Prospera Financial Services’s StoneMor Inc. STON Stock Holding History

Prospera Financial Services’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
Q2 		– Sell
-700
Closed -$2K – 2788
2022
Q1 		$2K Buy
+700
New +$1.8K ﹤0.01% 2546
2020
Q4 		– Sell
-700
Closed -$1K – 1676
2020
Q3 		$1K Buy
+700
New +$563 ﹤0.01% 1596

Other funds holding STON

ACM
Axar Capital Management New York $304M AUM 38.78% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Prospera Financial Services's STON Position: Q2 2022 in Review

Prospera Financial Services sold out of StoneMor Inc. (STON) in Q2 2022, closing a stake of 700 shares — an estimated $2K sold.

Prospera Financial Services first reported a position in STON in Q3 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 74 funds tracked by Wall St. Rank hold STON as of Q2 2022.

  • Prospera Financial Services reported no remaining StoneMor Inc. position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 700 StoneMor Inc. shares in Q2 2022, an estimated $2K.
  • Prospera Financial Services first reported a position in StoneMor Inc. in Q3 2020 and held it in 2 quarters.
  • Prospera Financial Services's StoneMor Inc. position peaked at $2K in Q1 2022.
  • 74 funds tracked by Wall St. Rank held StoneMor Inc. as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.