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Clear Perspectives Financial Planning’s StoneCo STNE Stock Holding History

Clear Perspectives Financial Planning’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
Q1 		– Sell
-25
Closed -$236 – 231
2022
Q4 		$236 Buy
+25
New +$262 ﹤0.01% 215

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return

Clear Perspectives Financial Planning's STNE Position: Q1 2023 in Review

Clear Perspectives Financial Planning sold out of StoneCo (STNE) in Q1 2023, closing a stake of 25 shares — an estimated $236 sold.

Clear Perspectives Financial Planning first reported a position in STNE in Q4 2022 and held it in 1 quarter. The position peaked at $236 in Q4 2022. 241 funds tracked by Wall St. Rank hold STNE as of Q1 2023.

  • Clear Perspectives Financial Planning reported no remaining StoneCo position as of Q1 2023 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 25 StoneCo shares in Q1 2023, an estimated $236.
  • Clear Perspectives Financial Planning first reported a position in StoneCo in Q4 2022 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's StoneCo position peaked at $236 in Q4 2022.
  • 241 funds tracked by Wall St. Rank held StoneCo as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.