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Stone House Investment Management’s Choiceone Financial COFS Stock Holding History

Stone House Investment Management’s Portfolio COFS Stock Details COFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-66
Closed -$1.66K – 342
2023
Q1 		$1.66K Buy
+66
New +$1.83K ﹤0.01% 256

Other funds holding COFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EST
EA Series Trust Havertown, Pennsylvania $2.84B AUM

Stone House Investment Management's COFS Position: Q2 2023 in Review

Stone House Investment Management sold out of Choiceone Financial (COFS) in Q2 2023, closing a stake of 66 shares — an estimated $1.66K sold.

Stone House Investment Management first reported a position in COFS in Q1 2023 and held it in 1 quarter. The position peaked at $1.66K in Q1 2023. 45 funds tracked by Wall St. Rank hold COFS as of Q2 2023.

  • Stone House Investment Management reported no remaining Choiceone Financial position as of Q2 2023 after selling out during the quarter.
  • Stone House Investment Management sold 66 Choiceone Financial shares in Q2 2023, an estimated $1.66K.
  • Stone House Investment Management first reported a position in Choiceone Financial in Q1 2023 and held it in 1 quarter.
  • Stone House Investment Management's Choiceone Financial position peaked at $1.66K in Q1 2023.
  • 45 funds tracked by Wall St. Rank held Choiceone Financial as of Q2 2023.

Based on Stone House Investment Management's 13F filing for Q2 2023, filed 11 Aug 2023.