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Advisor Group’s StoneCo STNE Stock Holding History

Advisor Group’s Portfolio STNE Stock Details STNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$214K Buy
5,356
+626
+13% +$22.9K ﹤0.01% 2345
2019
Q3 		$164K Buy
4,730
+373
+9% +$12.4K ﹤0.01% 2475
2019
Q2 		$129K Sell
4,357
-6,301
-59% -$185K ﹤0.01% 2659
2019
Q1 		$438K Buy
+10,658
New +$289K ﹤0.01% 1689

Other funds holding STNE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisor Group's STNE Position: Q4 2019 in Review

Advisor Group increased its StoneCo (STNE) stake by 13% in Q4 2019, buying an estimated $22.9K and bringing the position to 5,356 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #2345.

Advisor Group first reported a position in STNE in Q1 2019 and has held it in 4 quarters since. The position peaked at $438K in Q1 2019. 195 funds tracked by Wall St. Rank hold STNE as of Q4 2019.

  • Advisor Group held 5,356 shares of StoneCo worth $214K as of Q4 2019.
  • Advisor Group bought 626 StoneCo shares in Q4 2019, an estimated $22.9K.
  • StoneCo made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2345 holding.
  • Advisor Group first reported a position in StoneCo in Q1 2019 and has held it in 4 quarters since.
  • Advisor Group's StoneCo position peaked at $438K in Q1 2019.
  • 195 funds tracked by Wall St. Rank held StoneCo as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.