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Beacon Pointe Advisors’s StoneCo STNE Stock Holding History

Beacon Pointe 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
2024
Q3 		– Sell
-50,476
Closed -$605K – 1310
2024
Q2 		$605K Buy
50,476
+10,271
+26% +$151K 0.01% 813
2024
Q1 		$668K Buy
40,205
+13,343
+50% +$229K 0.01% 807
2023
Q4 		$484K Sell
26,862
-32,658
-55% -$429K 0.01% 917
2023
Q3 		$635K Buy
59,520
+9,716
+20% +$120K 0.01% 780
2023
Q2 		$635K Sell
49,804
-1,203
-2% -$15K 0.01% 645
2023
Q1 		$487K Buy
51,007
+24,628
+93% +$236K 0.01% 766
2022
Q4 		$249K Buy
+26,379
New +$276K ﹤0.01% 928

Other funds holding STNE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Beacon Pointe Advisors's STNE Position: Q3 2024 in Review

Beacon Pointe Advisors sold out of StoneCo (STNE) in Q3 2024, closing a stake of 50,476 shares — an estimated $605K sold.

Beacon Pointe Advisors first reported a position in STNE in Q4 2022 and held it in 7 quarters. The position peaked at $668K in Q1 2024. 284 funds tracked by Wall St. Rank hold STNE as of Q3 2024.

  • Beacon Pointe Advisors reported no remaining StoneCo position as of Q3 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 50,476 StoneCo shares in Q3 2024, an estimated $605K.
  • Beacon Pointe Advisors first reported a position in StoneCo in Q4 2022 and held it in 7 quarters.
  • Beacon Pointe Advisors's StoneCo position peaked at $668K in Q1 2024.
  • 284 funds tracked by Wall St. Rank held StoneCo as of Q3 2024.

Based on Beacon Pointe Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.