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AE Wealth Management’s StoneCo STNE Stock Holding History

AE Wealth Management’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
2022
Q4 		– Sell
-35,752
Closed -$341K – 1917
2022
Q3 		$341K Buy
+35,752
New +$342K ﹤0.01% 1415
2020
Q2 		– Sell
-9,328
Closed -$203K – 1336
2020
Q1 		$203K Sell
9,328
-2,000
-18% -$76.3K ﹤0.01% 1006
2019
Q4 		$452K Buy
11,328
+50
+0.4% +$1.83K 0.01% 767
2019
Q3 		$392K Hold
11,278
– – 0.01% 685
2019
Q2 		$334K Buy
+11,278
New +$332K 0.01% 715

Other funds holding STNE

MA
Madrone Advisors Menlo Park, California $1.39B AUM 10.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
KM
Kora Management Brooklyn, New York $843M AUM 11.3% 1-Year Est. Return

AE Wealth Management's STNE Position: Q4 2022 in Review

AE Wealth Management sold out of StoneCo (STNE) in Q4 2022, closing a stake of 35,752 shares — an estimated $341K sold.

AE Wealth Management first reported a position in STNE in Q2 2019 and held it in 5 quarters. The position peaked at $452K in Q4 2019. 253 funds tracked by Wall St. Rank hold STNE as of Q4 2022.

  • AE Wealth Management reported no remaining StoneCo position as of Q4 2022 after selling out during the quarter.
  • AE Wealth Management sold 35,752 StoneCo shares in Q4 2022, an estimated $341K.
  • AE Wealth Management first reported a position in StoneCo in Q2 2019 and held it in 5 quarters.
  • AE Wealth Management's StoneCo position peaked at $452K in Q4 2019.
  • 253 funds tracked by Wall St. Rank held StoneCo as of Q4 2022.

Based on AE Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.