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Avior Wealth Management’s StoneCo STNE Stock Holding History

Avior 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
2025
Q1 		– Sell
-409
Closed -$3.26K – 2130
2024
Q4 		$3.26K Buy
409
+151
+59% +$1.53K ﹤0.01% 1998
2024
Q3 		$2.9K Sell
258
-7
-3% -$89 ﹤0.01% 1909
2024
Q2 		$3.18K Sell
265
-56
-17% -$826 ﹤0.01% 1853
2024
Q1 		$5.33K Buy
321
+63
+24% +$1.08K ﹤0.01% 2063
2023
Q4 		$4.65K Hold
258
– – ﹤0.01% 1166
2023
Q3 		$2.75K Buy
+258
New +$3.17K ﹤0.01% 1343

Other funds holding STNE

MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avior Wealth Management's STNE Position: Q1 2025 in Review

Avior Wealth Management sold out of StoneCo (STNE) in Q1 2025, closing a stake of 409 shares — an estimated $3.26K sold.

Avior Wealth Management first reported a position in STNE in Q3 2023 and held it in 6 quarters. The position peaked at $5.33K in Q1 2024. 252 funds tracked by Wall St. Rank hold STNE as of Q1 2025.

  • Avior Wealth Management reported no remaining StoneCo position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 409 StoneCo shares in Q1 2025, an estimated $3.26K.
  • Avior Wealth Management first reported a position in StoneCo in Q3 2023 and held it in 6 quarters.
  • Avior Wealth Management's StoneCo position peaked at $5.33K in Q1 2024.
  • 252 funds tracked by Wall St. Rank held StoneCo as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.