B. Riley Wealth Advisors’s StoneCo STNE Stock Holding History

B. Riley Wealth Advisors’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
2023 Q1	–	Sell	-33,886	Closed	-$320K	–	1612
2022 Q4	$320K	Buy	+33,886	New	+$355K	0.01%	1020
2021 Q2	–	Sell	-42,064	Closed	-$2.58M	–	1457
2021 Q1	$2.58M	Buy	42,064 +14,328	+52%	+$1.12M	0.09%	257
2020 Q4	$2.33M	Buy	27,736 +7,167	+35%	+$480K	0.12%	180
2020 Q3	$1.09M	Buy	+20,569	New	+$983K	0.06%	292

Other funds holding STNE

Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return

B. Riley Wealth Advisors's STNE Position: Q1 2023 in Review

B. Riley Wealth Advisors sold out of StoneCo (STNE) in Q1 2023, closing a stake of 33,886 shares — an estimated $320K sold.

B. Riley Wealth Advisors first reported a position in STNE in Q3 2020 and held it in 4 quarters. The position peaked at $2.58M in Q1 2021. 241 funds tracked by Wall St. Rank hold STNE as of Q1 2023.

B. Riley Wealth Advisors reported no remaining StoneCo position as of Q1 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 33,886 StoneCo shares in Q1 2023, an estimated $320K.
B. Riley Wealth Advisors first reported a position in StoneCo in Q3 2020 and held it in 4 quarters.
B. Riley Wealth Advisors's StoneCo position peaked at $2.58M in Q1 2021.
241 funds tracked by Wall St. Rank held StoneCo as of Q1 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2023, filed 17 May 2023.