SPIA
STON

Steward Partners Investment Advisory’s StoneMor Inc. STON Stock Holding History

Steward Partners Investment Advisory’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
-688
Closed -$2K – 3509
2022
Q3 		$2K Hold
688
– – ﹤0.01% 3088
2022
Q2 		$2K Hold
688
– – ﹤0.01% 3072
2022
Q1 		$2K Buy
688
+248
+56% +$639 ﹤0.01% 3146
2021
Q4 		$1K Hold
440
– – ﹤0.01% 3160
2021
Q3 		$1K Hold
440
– – ﹤0.01% 3130
2021
Q2 		$1K Hold
440
– – ﹤0.01% 7015
2021
Q1 		$832 Hold
440
– – ﹤0.01% 3326
2020
Q4 		$1K Sell
440
-358
-45% -$472 ﹤0.01% 2841
2020
Q3 		$1K Buy
798
+358
+81% +$288 ﹤0.01% 2709
2020
Q2 		$0 Sell
440
-72
-14% -$50 ﹤0.01% 2791
2020
Q1 		$0 Sell
512
-24
-4% -$28 ﹤0.01% 2765
2019
Q4 		$0 Buy
536
+440
+458% +$509 ﹤0.01% 2802
2019
Q3 		$0 Sell
96
-25
-21% -$38 ﹤0.01% 2816
2019
Q2 		$0 Buy
+121
New +$359 ﹤0.01% 2721
2018
Q4 		– Sell
-941
Closed -$5K – 2354
2018
Q3 		$5K Sell
941
-311
-25% -$1.42K ﹤0.01% 2153
2018
Q2 		$8K Sell
1,252
-248
-17% -$1.5K ﹤0.01% 1842
2018
Q1 		$9K Buy
+1,500
New +$8.88K ﹤0.01% 1625

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

Steward Partners Investment Advisory's STON Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of StoneMor Inc. (STON) in Q4 2022, closing a stake of 688 shares — an estimated $2K sold.

Steward Partners Investment Advisory first reported a position in STON in Q1 2018 and held it in 17 quarters. The position peaked at $9K in Q1 2018. 3 funds tracked by Wall St. Rank hold STON as of Q4 2022.

  • Steward Partners Investment Advisory reported no remaining StoneMor Inc. position as of Q4 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 688 StoneMor Inc. shares in Q4 2022, an estimated $2K.
  • Steward Partners Investment Advisory first reported a position in StoneMor Inc. in Q1 2018 and held it in 17 quarters.
  • Steward Partners Investment Advisory's StoneMor Inc. position peaked at $9K in Q1 2018.
  • 3 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.