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BerganKDV Wealth Management’s StoneCo STNE Stock Holding History

BerganKDV 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
2022
Q4 		– Sell
-150
Closed -$1K – 1103
2022
Q3 		$1K Buy
+150
New +$1.44K ﹤0.01% 927
2022
Q1 		– Sell
-44
Closed -$1K – 1095
2021
Q4 		$1K Buy
+44
New +$1.12K ﹤0.01% 1015

Other funds holding STNE

MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KM
Kora Management Brooklyn, New York $702M AUM 17.03% 1-Year Est. Return

BerganKDV Wealth Management's STNE Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of StoneCo (STNE) in Q4 2022, closing a stake of 150 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in STNE in Q4 2021 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 252 funds tracked by Wall St. Rank hold STNE as of Q4 2022.

  • BerganKDV Wealth Management reported no remaining StoneCo position as of Q4 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 150 StoneCo shares in Q4 2022, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in StoneCo in Q4 2021 and held it in 2 quarters.
  • BerganKDV Wealth Management's StoneCo position peaked at $1K in Q3 2022.
  • 252 funds tracked by Wall St. Rank held StoneCo as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.