WIM
STON

WealthPlan Investment Management’s StoneMor Inc. STON Stock Holding History

WealthPlan Investment 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 		$37K Buy
+15,732
New +$40.5K ﹤0.01% 377

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

WealthPlan Investment Management's STON Position: Q1 2022 in Review

WealthPlan Investment Management opened a new position in StoneMor Inc. (STON) in Q1 2022: 15,732 shares worth $37K. The stake represents ﹤0.01% of the portfolio and ranks #377 among its holdings.

68 funds tracked by Wall St. Rank hold STON as of Q1 2022.

  • WealthPlan Investment Management held 15,732 shares of StoneMor Inc. worth $37K as of Q1 2022.
  • StoneMor Inc. was a new WealthPlan Investment Management position in Q1 2022.
  • StoneMor Inc. made up ﹤0.01% of WealthPlan Investment Management's portfolio in Q1 2022, its #377 holding.
  • 68 funds tracked by Wall St. Rank held StoneMor Inc. as of Q1 2022.

Based on WealthPlan Investment Management's 13F filing for Q1 2022, filed 7 Sep 2022.