Bogart Wealth LLC’s StoneCo STNE Stock Holding History

Bogart Wealth LLC’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	-500	Closed	-$4.77K	–	1123
2023 Q1	$4.77K	Hold	500	–	–	﹤0.01%	727
2022 Q4	$4.72K	Hold	500	–	–	﹤0.01%	679
2022 Q3	$5K	Buy	+500	New	+$4.79K	﹤0.01%	699

Other funds holding STNE

Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Nucleo Capital Sao Paulo, Sp, Brazil $29.1M AUM 59.16% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Bogart Wealth LLC's STNE Position: Q2 2023 in Review

Bogart Wealth LLC sold out of StoneCo (STNE) in Q2 2023, closing a stake of 500 shares — an estimated $4.77K sold.

Bogart Wealth LLC first reported a position in STNE in Q3 2022 and held it in 3 quarters. The position peaked at $5K in Q3 2022. 254 funds tracked by Wall St. Rank hold STNE as of Q2 2023.

Bogart Wealth LLC reported no remaining StoneCo position as of Q2 2023 after selling out during the quarter.
Bogart Wealth LLC sold 500 StoneCo shares in Q2 2023, an estimated $4.77K.
Bogart Wealth LLC first reported a position in StoneCo in Q3 2022 and held it in 3 quarters.
Bogart Wealth LLC's StoneCo position peaked at $5K in Q3 2022.
254 funds tracked by Wall St. Rank held StoneCo as of Q2 2023.

Based on Bogart Wealth LLC's 13F filing for Q2 2023, filed 31 Jul 2023.