WealthPLAN Partners’s StoneMor Inc. STON Stock Holding History

WealthPLAN Partners’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	Sell	15,732 -69,206	-81%	-$178K	﹤0.01%	377
2021 Q4	$212K	Sell	84,938 -556	-0.7%	-$1.4K	0.01%	358
2021 Q3	$213K	Sell	85,494 -646	-0.7%	-$1.66K	0.01%	356
2021 Q2	$233K	Hold	86,140	–	–	0.02%	324
2021 Q1	$193K	Sell	86,140 -1,972	-2%	-$5.14K	0.02%	321
2020 Q4	$273K	Hold	88,112	–	–	0.02%	281
2020 Q3	$78K	Sell	88,112 -1,702	-2%	-$1.37K	0.01%	308
2020 Q2	$76K	Hold	89,814	–	–	0.01%	303
2020 Q1	$53K	Sell	89,814 -4,346	-5%	-$5.03K	0.01%	248
2019 Q4	$106K	Sell	94,160 -32,194	-25%	-$37.2K	0.01%	242
2019 Q3	$136K	Sell	126,354 -2,943	-2%	-$4.5K	0.02%	228
2019 Q2	$202K	Sell	129,297 -13,207	-9%	-$39.2K	0.03%	225
2019 Q1	$369K	Sell	142,504 -4,191	-3%	-$13.5K	0.06%	182
2018 Q4	$508K	Sell	146,695 -15,523	-10%	-$63K	0.08%	152
2018 Q3	$641K	Sell	162,218 -16,552	-9%	-$75.8K	0.12%	126
2018 Q2	$1.08M	Buy	178,770 +24,377	+16%	+$148K	0.22%	95
2018 Q1	$959K	Buy	+154,393	New	+$914K	0.21%	98
2016 Q3	–	Sell	-1,920	Closed	-$24.1K	–	1091
2016 Q2	$24.1K	Buy	+1,920	New	+$46.5K	﹤0.01%	1307

Other funds holding STON

ACM

Axar Capital Management New York $304M AUM 38.78% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MRCM

Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthPLAN Partners's STON Position: Q1 2022 in Review

WealthPLAN Partners reduced its StoneMor Inc. (STON) stake by 81% in Q1 2022, selling an estimated $178K and leaving 15,732 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

WealthPLAN Partners first reported a position in STON in Q2 2016 and has held it in 18 quarters since. The position peaked at $1.08M in Q2 2018. 68 funds tracked by Wall St. Rank hold STON as of Q1 2022.

WealthPLAN Partners held 15,732 shares of StoneMor Inc. worth $37K as of Q1 2022.
WealthPLAN Partners sold 69,206 StoneMor Inc. shares in Q1 2022, an estimated $178K.
StoneMor Inc. made up ﹤0.01% of WealthPLAN Partners's portfolio in Q1 2022, its #377 holding.
WealthPLAN Partners first reported a position in StoneMor Inc. in Q2 2016 and has held it in 18 quarters since.
WealthPLAN Partners's StoneMor Inc. position peaked at $1.08M in Q2 2018.
68 funds tracked by Wall St. Rank held StoneMor Inc. as of Q1 2022.

Based on WealthPLAN Partners's 13F filing for Q1 2022, filed 3 May 2022.