Atria Wealth Solutions’s StoneCo STNE Stock Holding History

Atria Wealth Solutions’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
2024 Q1	–	Sell	-12,777	Closed	-$230K	–	2059
2023 Q4	$230K	Buy	+12,777	New	+$168K	﹤0.01%	1681

Other funds holding STNE

Madrone Advisors Menlo Park, California $1.39B AUM 10.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Atria Wealth Solutions's STNE Position: Q1 2024 in Review

Atria Wealth Solutions sold out of StoneCo (STNE) in Q1 2024, closing a stake of 12,777 shares — an estimated $230K sold.

Atria Wealth Solutions first reported a position in STNE in Q4 2023 and held it in 1 quarter. The position peaked at $230K in Q4 2023. 293 funds tracked by Wall St. Rank hold STNE as of Q1 2024.

Atria Wealth Solutions reported no remaining StoneCo position as of Q1 2024 after selling out during the quarter.
Atria Wealth Solutions sold 12,777 StoneCo shares in Q1 2024, an estimated $230K.
Atria Wealth Solutions first reported a position in StoneCo in Q4 2023 and held it in 1 quarter.
Atria Wealth Solutions's StoneCo position peaked at $230K in Q4 2023.
293 funds tracked by Wall St. Rank held StoneCo as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.