13F Filings History of Stone Asset Management Inc.

Latest 13F report
Q1 2023 - 17 Apr 2023
Value $
$62,585,860
Signature - Title
Brittany McGehee - CCO
Location
Austin, TX
Summary
This page shows a list of all the recent 13F filings made by Stone Asset Management Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Stone Asset Management Inc. reported 35 stock holdings with total value $62,585,860 as of Q1 2023. Top holdings included IWO, VEU, VO, MGK, and IWF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2023 35 $62,585,860 +$1,469 -$107,971,392 -$107,969,923 IWO, VEU, VO, MGK, IWF 13F-HR 17 Apr 2023, 15:51
Q4 2022 43 $161,056,768 +$8,251,272 -$11,005,525 -$2,754,253 VO, IWO, IWF, VEU, IVE 13F-HR 25 Jan 2023, 14:10
Q3 2022 41 $153,324,000 +$19,468,501 -$15,853,187 +$3,615,314 VO, IWF, IWO, VEU, IGSB 13F-HR 20 Oct 2022, 10:41
Q2 2022 48 $159,065,000 +$12,234,009 -$4,917,049 +$7,316,960 VO, VEU, IWF, IWO, IGSB 13F-HR 11 Jul 2022, 13:51
Q1 2022 46 $179,263,000 +$36,340,714 -$15,495,618 +$20,845,096 VO, IWF, VEU, IWO, IGSB 13F-HR 11 Apr 2022, 13:38
Q4 2021 42 $169,789,000 $0 $0 $0 VO, VEU, IWF, IWO, IVE 13F-HR 31 Jan 2022, 12:05