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Bay Harbor Wealth Management’s StoneCo STNE Stock Holding History

Bay Harbor 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
-24
Closed -$191 – 1158
2024
Q4 		$191 Buy
+24
New +$243 ﹤0.01% 175

Other funds holding STNE

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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

Bay Harbor Wealth Management's STNE Position: Q1 2025 in Review

Bay Harbor Wealth Management sold out of StoneCo (STNE) in Q1 2025, closing a stake of 24 shares — an estimated $191 sold.

Bay Harbor Wealth Management first reported a position in STNE in Q4 2024 and held it in 1 quarter. The position peaked at $191 in Q4 2024. 252 funds tracked by Wall St. Rank hold STNE as of Q1 2025.

  • Bay Harbor Wealth Management reported no remaining StoneCo position as of Q1 2025 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 24 StoneCo shares in Q1 2025, an estimated $191.
  • Bay Harbor Wealth Management first reported a position in StoneCo in Q4 2024 and held it in 1 quarter.
  • Bay Harbor Wealth Management's StoneCo position peaked at $191 in Q4 2024.
  • 252 funds tracked by Wall St. Rank held StoneCo as of Q1 2025.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.