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CAPTRUST Financial Advisors’s
StoneCo
STNE
Stock Holding History
CAPTRUST Financial Advisors’s Portfolio
STNE Stock Details
STNE Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q3
–
Sell
-6,327
Closed
-$49K
–
3810
2022
Q2
$49K
Buy
6,327
+59
+0.9%
+$565
﹤0.01%
2775
2022
Q1
$73K
Buy
6,268
+4,625
+281%
+$60.4K
﹤0.01%
2507
2021
Q4
$28K
Buy
1,643
+800
+95%
+$20.3K
﹤0.01%
3077
2021
Q3
$29K
Buy
843
+814
+2,807%
+$42.3K
﹤0.01%
2928
2021
Q2
$2K
Sell
29
-30
-51%
-$1.95K
﹤0.01%
4207
2021
Q1
$4K
Sell
59
-122
-67%
-$9.52K
﹤0.01%
3823
2020
Q4
$15K
Buy
181
+79
+77%
+$5.29K
﹤0.01%
2401
2020
Q3
$6K
Buy
+102
New
+$4.87K
﹤0.01%
2485
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1-Year Est. Return
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$263B AUM
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1-Year Est. Return
NAMA
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$7.07B AUM
50.91%
1-Year Est. Return
Sumitomo Mitsui Trust Group
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$154B AUM
29.96%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro, Brazil
$714M AUM
35.97%
1-Year Est. Return
Millennium Management
New York
$240B AUM
35.51%
1-Year Est. Return
KM
Kora Management
Brooklyn, New York
$702M AUM
17.03%
1-Year Est. Return
TI
Truxt Investmentos
Rio De Janeiro, Brazil
$156M AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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