WP
STON

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
BlackRock New York $5.7T 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 $10.3B AUM 30.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return