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Concourse Financial Group Securities’s StoneCo STNE Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-59
Closed -$4.6K – 2418
2020
Q4 		$5K Buy
+59
New +$3.95K ﹤0.01% 1941

Other funds holding STNE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
TI
Truxt Investmentos Rio De Janeiro, Brazil $86.6M AUM
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Concourse Financial Group Securities's STNE Position: Q1 2021 in Review

Concourse Financial Group Securities sold out of StoneCo (STNE) in Q1 2021, closing a stake of 59 shares — an estimated $4.6K sold.

Concourse Financial Group Securities first reported a position in STNE in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 334 funds tracked by Wall St. Rank hold STNE as of Q1 2021.

  • Concourse Financial Group Securities reported no remaining StoneCo position as of Q1 2021 after selling out during the quarter.
  • Concourse Financial Group Securities sold 59 StoneCo shares in Q1 2021, an estimated $4.6K.
  • Concourse Financial Group Securities first reported a position in StoneCo in Q4 2020 and held it in 1 quarter.
  • Concourse Financial Group Securities's StoneCo position peaked at $5K in Q4 2020.
  • 334 funds tracked by Wall St. Rank held StoneCo as of Q1 2021.

Based on Concourse Financial Group Securities's 13F filing for Q1 2021, filed 13 May 2021.