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Belpointe Asset Management’s StoneCo STNE Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-6,700
Closed -$63.9K – 3034
2023
Q1 		$63.9K Buy
6,700
+1,500
+29% +$14.4K ﹤0.01% 1569
2022
Q4 		$49.1K Buy
+5,200
New +$54.5K ﹤0.01% 1627
2021
Q4 		– Sell
-4,631
Closed -$161K – 1248
2021
Q3 		$161K Buy
4,631
+1,020
+28% +$52.9K 0.01% 951
2021
Q2 		$242K Sell
3,611
-591
-14% -$38.3K 0.02% 759
2021
Q1 		$257K Sell
4,202
-2,066
-33% -$161K 0.02% 653
2020
Q4 		$526K Sell
6,268
-981
-14% -$65.7K 0.05% 385
2020
Q3 		$383K Sell
7,249
-1,500
-17% -$71.7K 0.04% 378
2020
Q2 		$339K Buy
8,749
+1,471
+20% +$42.9K 0.04% 379
2020
Q1 		$158K Buy
+7,278
New +$278K 0.03% 481

Other funds holding STNE

MA
Madrone Advisors Menlo Park, California $1.39B AUM 10.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
NC
Nucleo Capital Sao Paulo, Sp, Brazil $29.1M AUM 59.16% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Belpointe Asset Management's STNE Position: Q2 2023 in Review

Belpointe Asset Management sold out of StoneCo (STNE) in Q2 2023, closing a stake of 6,700 shares — an estimated $63.9K sold.

Belpointe Asset Management first reported a position in STNE in Q1 2020 and held it in 9 quarters. The position peaked at $526K in Q4 2020. 254 funds tracked by Wall St. Rank hold STNE as of Q2 2023.

  • Belpointe Asset Management reported no remaining StoneCo position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 6,700 StoneCo shares in Q2 2023, an estimated $63.9K.
  • Belpointe Asset Management first reported a position in StoneCo in Q1 2020 and held it in 9 quarters.
  • Belpointe Asset Management's StoneCo position peaked at $526K in Q4 2020.
  • 254 funds tracked by Wall St. Rank held StoneCo as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.