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Investment Managers Ser Tr I shares owned by Stone Asset Management

Quarter-by-quarter ownership of Investment Managers Ser Tr I (CHGX) shares owned by Stone Asset Management from 13F filings

Historical chart of Stone Asset Management investment in Investment Managers Ser Tr I

Tip: Access up to 7 years of quarterly data

All positions including Investment Managers Ser Tr I held by Stone Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Investment Managers Ser Tr I by Stone Asset Management

Quarter filed Position value Share count Share price at filing
2023-03-31 $241k 8.3k 28.87
2022-12-31 $695k 26k 27.12

More positions owned by Stone Asset Management

Ishares Tr Rus 2000 Grw Etf (IWO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Cohen Steer Reit (ICF)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Stone Asset Management

Top funds holding Investment Managers Ser Tr I

PFG Investments
WCG Wealth Advisors
Pensionmark Financial Group
Westfuller Advisors
Colorado Capital Management
Commonwealth Equity Services
LPL Financial
Private Advisor
Seeds Investor
Cambridge Investment Research Advisors
Envestnet Asset Management
Advisor Group Holdings
Susquehanna International
IMPACTfolio
Etfidea

View all funds holding Investment Managers Ser Tr I