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Cordatus Wealth Management’s StoneCo STNE Stock Holding History

Cordatus Wealth Management’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 		$896K Buy
14,638
+8,030
+122% +$627K 0.34% 104
2020
Q4 		$555K Buy
6,608
+2,295
+53% +$154K 0.23% 112
2020
Q3 		$228K Buy
+4,313
New +$206K 0.11% 133

Other funds holding STNE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
TI
Truxt Investmentos Rio De Janeiro, Brazil $156M AUM
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Cordatus Wealth Management's STNE Position: Q1 2021 in Review

Cordatus Wealth Management increased its StoneCo (STNE) stake by 122% in Q1 2021, buying an estimated $627K and bringing the position to 14,638 shares worth $896K. The position accounts for 0.34% of the portfolio, ranked #104.

Cordatus Wealth Management first reported a position in STNE in Q3 2020 and has held it in 3 quarters since. 333 funds tracked by Wall St. Rank hold STNE as of Q1 2021.

  • Cordatus Wealth Management held 14,638 shares of StoneCo worth $896K as of Q1 2021.
  • Cordatus Wealth Management bought 8,030 StoneCo shares in Q1 2021, an estimated $627K.
  • StoneCo made up 0.34% of Cordatus Wealth Management's portfolio in Q1 2021, its #104 holding.
  • Cordatus Wealth Management first reported a position in StoneCo in Q3 2020 and has held it in 3 quarters since.
  • 333 funds tracked by Wall St. Rank held StoneCo as of Q1 2021.

Based on Cordatus Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.