CAPTRUST Financial Advisors
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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
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

Other funds holding STNE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $832M AUM 5.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
KM
Kora Management Brooklyn, New York $843M AUM 11.3% 1-Year Est. Return
TI
Truxt Investmentos Rio De Janeiro, Brazil $86.6M AUM

CAPTRUST Financial Advisors's STNE Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of StoneCo (STNE) in Q3 2022, closing a stake of 6,327 shares — an estimated $49K sold.

CAPTRUST Financial Advisors first reported a position in STNE in Q3 2020 and held it in 8 quarters. The position peaked at $73K in Q1 2022. 254 funds tracked by Wall St. Rank hold STNE as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining StoneCo position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 6,327 StoneCo shares in Q3 2022, an estimated $49K.
  • CAPTRUST Financial Advisors first reported a position in StoneCo in Q3 2020 and held it in 8 quarters.
  • CAPTRUST Financial Advisors's StoneCo position peaked at $73K in Q1 2022.
  • 254 funds tracked by Wall St. Rank held StoneCo as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.