AWM
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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
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BlackRock
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Point72 Asset Management
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Berkshire Hathaway
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KM
Kora Management Brooklyn, New York $702M AUM 17.03% 1-Year Est. Return