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Avitas Wealth Management’s StoneCo STNE Stock Holding History

Avitas 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
2021
Q1 		– Sell
-10,300
Closed -$864K – 227
2020
Q4 		$864K Buy
10,300
+2,883
+39% +$193K 0.17% 152
2020
Q3 		$392K Buy
7,417
+398
+6% +$19K 0.11% 163
2020
Q2 		$272K Buy
+7,019
New +$205K 0.09% 156
2020
Q1 		– Sell
-15,161
Closed -$605K – 168
2019
Q4 		$605K Sell
15,161
-27
-0.2% -$988 0.16% 135
2019
Q3 		$528K Buy
+15,188
New +$506K 0.15% 139

Other funds holding STNE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
TI
Truxt Investmentos Rio De Janeiro, Brazil $86.6M AUM
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Avitas Wealth Management's STNE Position: Q1 2021 in Review

Avitas Wealth Management sold out of StoneCo (STNE) in Q1 2021, closing a stake of 10,300 shares — an estimated $864K sold.

Avitas Wealth Management first reported a position in STNE in Q3 2019 and held it in 5 quarters. The position peaked at $864K in Q4 2020. 334 funds tracked by Wall St. Rank hold STNE as of Q1 2021.

  • Avitas Wealth Management reported no remaining StoneCo position as of Q1 2021 after selling out during the quarter.
  • Avitas Wealth Management sold 10,300 StoneCo shares in Q1 2021, an estimated $864K.
  • Avitas Wealth Management first reported a position in StoneCo in Q3 2019 and held it in 5 quarters.
  • Avitas Wealth Management's StoneCo position peaked at $864K in Q4 2020.
  • 334 funds tracked by Wall St. Rank held StoneCo as of Q1 2021.

Based on Avitas Wealth Management's 13F filing for Q1 2021, filed 13 May 2021.