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Axxcess Wealth Management’s StoneCo STNE Stock Holding History

Axxcess 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
2024
Q2 		– Sell
-11,260
Closed -$187K – 937
2024
Q1 		$187K Buy
+11,260
New +$193K 0.01% 829

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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Axxcess Wealth Management's STNE Position: Q2 2024 in Review

Axxcess Wealth Management sold out of StoneCo (STNE) in Q2 2024, closing a stake of 11,260 shares — an estimated $187K sold.

Axxcess Wealth Management first reported a position in STNE in Q1 2024 and held it in 1 quarter. The position peaked at $187K in Q1 2024. 283 funds tracked by Wall St. Rank hold STNE as of Q2 2024.

  • Axxcess Wealth Management reported no remaining StoneCo position as of Q2 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 11,260 StoneCo shares in Q2 2024, an estimated $187K.
  • Axxcess Wealth Management first reported a position in StoneCo in Q1 2024 and held it in 1 quarter.
  • Axxcess Wealth Management's StoneCo position peaked at $187K in Q1 2024.
  • 283 funds tracked by Wall St. Rank held StoneCo as of Q2 2024.

Based on Axxcess Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.