Capital Asset Advisory Services’s StoneCo STNE Stock Holding History

Capital Asset Advisory Services’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
2021 Q3	–	Sell	-3,872	Closed	-$260K	–	747
2021 Q2	$260K	Buy	3,872 +320	+9%	+$20.7K	0.03%	383
2021 Q1	$217K	Sell	3,552 -240	-6%	-$18.7K	0.03%	404
2020 Q4	$318K	Buy	+3,792	New	+$254K	0.06%	278

Other funds holding STNE

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

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

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

NAMA

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

TCM

Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Asset Advisory Services's STNE Position: Q3 2021 in Review

Capital Asset Advisory Services sold out of StoneCo (STNE) in Q3 2021, closing a stake of 3,872 shares — an estimated $260K sold.

Capital Asset Advisory Services first reported a position in STNE in Q4 2020 and held it in 3 quarters. The position peaked at $318K in Q4 2020. 295 funds tracked by Wall St. Rank hold STNE as of Q3 2021.

Capital Asset Advisory Services reported no remaining StoneCo position as of Q3 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 3,872 StoneCo shares in Q3 2021, an estimated $260K.
Capital Asset Advisory Services first reported a position in StoneCo in Q4 2020 and held it in 3 quarters.
Capital Asset Advisory Services's StoneCo position peaked at $318K in Q4 2020.
295 funds tracked by Wall St. Rank held StoneCo as of Q3 2021.

Based on Capital Asset Advisory Services's 13F filing for Q3 2021, filed 14 Oct 2021.