Stone Asset Management Inc. Sells in Q1 2023

Stone Asset Management Inc.

  • $62.6 Million
  • Q1 2023
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
-70.2K
- 70.2%
$200.2 - $225.98 $14M - $15.9M
29.8K $6.28M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-56.6K
- 74.45%
$209.92 - $244.33 $11.9M - $13.8M
19.4K $4.75M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-43.6K
- 56.87%
$212.51 - $245.01 $9.26M - $10.7M
33K $7.5M
VEU
Vanguard Ftse All World Ex Us

ETFs
-177K
- 59.04%
$50.42 - $55.03 $8.9M - $9.72M
123K $6.55M
IVE
Ishares S&P 500 Value ETF

ETFs
-41.2K
- 57.86%
$144.21 - $159.47 $5.94M - $6.57M
30K $4.56M
IWD
Ishares Russell 1000 Val ETF

ETFs
-34.3K
- 71.19%
$145.2 - $161.56 $4.98M - $5.54M
13.9K $2.11M
VBR
Vanguard Small Cap Value ETF

ETFs
-30.7K
- 69.6%
$150.22 - $177.69 $4.62M - $5.46M
13.4K $2.13M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-52.5K
- 58.24%
$88.82 - $106.56 $4.66M - $5.59M
37.6K $3.52M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-75.1K
- 69.37%
$56.53 - $62.22 $4.24M - $4.67M
33.2K $1.97M
ICF
Ishares Tr

ETFs
-69.1K
- 67.01%
$51.21 - $61.91 $3.54M - $4.28M
34K $1.89M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-13.1K
- 77.01%
$237.25 - $271.72 $3.11M - $3.57M
3.92K $979K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-63.2K
- 61.39%
$49.56 - $50.75 $3.13M - $3.21M
39.8K $2.01M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-67.1K
- 45.04%
$38.45 - $43.18 $2.58M - $2.9M
81.9K $3.31M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-16.3K
- 37.8%
$168.7 - $204.51 $2.76M - $3.34M
26.9K $5.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-19.5K
- 77.79%
$96.32 - $100.79 $1.88M - $1.97M
5.58K $555K
VNQ
Vanguard Specialized Funds Van

ETFs
-13.2K
- 78.32%
$77.59 - $93.7 $1.03M - $1.24M
3.66K $303K
VTV
Vanguard Value ETF

ETFs
-6.63K
- 73.04%
$132.13 - $144.96 $876K - $961K
2.45K $338K
VBK
Vanguard Small Cap Growth ETF

ETFs
-4.77K
- 76.75%
$198.77 - $233.54 $949K - $1.11M
1.45K $312K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-8.91K
- 64.53%
$103.34 - $113.48 $921K - $1.01M
4.9K $535K
EEM
Ishares Msci Emerging Markets

ETFs
-23.7K
- 64.09%
$37.27 - $42.5 $885K - $1.01M
13.3K $524K
AAPL
Apple Inc.

Technology
-5.64K
- 70.98%
$125.02 - $164.9 $706K - $931K
2.31K $380K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-7.92K
- 47.38%
$75.56 - $82.45 $599K - $653K
8.8K $701K
IVV
Ishares Core S&P 500 ETF

ETFs
-1.47K
- 34.79%
$381.13 - $418.66 $559K - $614K
2.75K $1.13M
CHGX
Investment Managers Ser Tr Ii

ETFs
-17.3K
- 67.48%
$27.06 - $29.62 $468K - $512K
8.34K $240K
VUG
Vanguard Growth ETF

ETFs
-2.2K
- 65.03%
$209.25 - $249.44 $460K - $549K
1.18K $295K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-4.75K
- 56.79%
$74.76 - $76.57 $355K - $364K
3.62K $275K
VGLT
Vanguard Long Term Treasury Et

ETFs
-4.97K
- 33.16%
$61.35 - $66.86 $305K - $332K
10K $656K
SPY
Spdr S&P 500 ETF Trust

ETFs
-389
- 39.41%
$379.5 - $416.78 $148K - $162K
598 $244K
MSFT
Microsoft Corp

Technology
-698
- 47.97%
$222.31 - $288.3 $155K - $201K
757 $218K
AMZN
Amazon Com Inc

Consumer Cyclical
-1.84K
- 38.17%
$83.12 - $112.91 $153K - $208K
2.98K $307K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-485
- 20.84%
$105.46 - $120.16 $51.1K - $58.3K
1.84K $202K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-365
- 3.25%
$46.62 - $47.83 $17K - $17.5K
10.9K $519K
Activity Summary
Buys All Purchases 1 New Holdings 0 Increased Positions 1 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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