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Baker Tilly Wealth Management’s StoneCo STNE Stock Holding History

Baker Tilly 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
Q4 		– Sell
-6,101
Closed -$212K – 546
2021
Q3 		$212K Buy
6,101
+779
+15% +$40.4K 0.03% 483
2021
Q2 		$357K Buy
5,322
+1,140
+27% +$73.9K 0.06% 359
2021
Q1 		$256K Buy
4,182
+605
+17% +$47.2K 0.05% 398
2020
Q4 		$300K Buy
+3,577
New +$240K 0.09% 241

Other funds holding STNE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
KM
Kora Management Brooklyn, New York $702M AUM 17.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baker Tilly Wealth Management's STNE Position: Q4 2021 in Review

Baker Tilly Wealth Management sold out of StoneCo (STNE) in Q4 2021, closing a stake of 6,101 shares — an estimated $212K sold.

Baker Tilly Wealth Management first reported a position in STNE in Q4 2020 and held it in 4 quarters. The position peaked at $357K in Q2 2021. 270 funds tracked by Wall St. Rank hold STNE as of Q4 2021.

  • Baker Tilly Wealth Management reported no remaining StoneCo position as of Q4 2021 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 6,101 StoneCo shares in Q4 2021, an estimated $212K.
  • Baker Tilly Wealth Management first reported a position in StoneCo in Q4 2020 and held it in 4 quarters.
  • Baker Tilly Wealth Management's StoneCo position peaked at $357K in Q2 2021.
  • 270 funds tracked by Wall St. Rank held StoneCo as of Q4 2021.

Based on Baker Tilly Wealth Management's 13F filing for Q4 2021, filed 8 Feb 2022.