SWM
STON

Spire Wealth Management’s StoneMor Inc. STON Stock Holding History

Spire Wealth Management’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
Q1 		– Sell
-1,420
Closed -$3K – 2981
2021
Q4 		$3K Buy
+1,420
New +$3.56K ﹤0.01% 2743
2021
Q2 		– Sell
-1,420
Closed -$3K – 3077
2021
Q1 		$3K Buy
+1,420
New +$3.7K ﹤0.01% 2804

Other funds holding STON

ACM
Axar Capital Management New York $304M AUM 38.78% 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
MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Spire Wealth Management's STON Position: Q1 2022 in Review

Spire Wealth Management sold out of StoneMor Inc. (STON) in Q1 2022, closing a stake of 1,420 shares — an estimated $3K sold.

Spire Wealth Management first reported a position in STON in Q1 2021 and held it in 2 quarters. The position peaked at $3K in Q4 2021. 68 funds tracked by Wall St. Rank hold STON as of Q1 2022.

  • Spire Wealth Management reported no remaining StoneMor Inc. position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 1,420 StoneMor Inc. shares in Q1 2022, an estimated $3K.
  • Spire Wealth Management first reported a position in StoneMor Inc. in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's StoneMor Inc. position peaked at $3K in Q4 2021.
  • 68 funds tracked by Wall St. Rank held StoneMor Inc. as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.