Creative Financial Designs’s StoneCo STNE Stock Holding History

Creative Financial Designs’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 Q3	–	Sell	-500	Closed	-$6.37K	–	1548
2023 Q2	$6.37K	Buy	+500	New	+$6.24K	﹤0.01%	1125
2022 Q2	–	Sell	-5,655	Closed	-$66K	–	1330
2022 Q1	$66K	Buy	5,655 +453	+9%	+$5.92K	0.01%	502
2021 Q4	$88K	Buy	5,202 +2,703	+108%	+$68.5K	0.01%	458
2021 Q3	$87K	Buy	2,499 +1,431	+134%	+$74.3K	0.01%	467
2021 Q2	$72K	Buy	1,068 +1,031	+2,786%	+$66.8K	0.01%	512
2021 Q1	$2K	Hold	37	–	–	﹤0.01%	1234
2020 Q4	$3K	Hold	37	–	–	﹤0.01%	1091
2020 Q3	$2K	Hold	37	–	–	﹤0.01%	1108
2020 Q2	$1K	Buy	+37	New	+$1.08K	﹤0.01%	1126

Other funds holding STNE

Madrone Advisors Menlo Park, California $1.39B AUM 10.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nucleo Capital Sao Paulo, Sp, Brazil $29.1M AUM 59.16% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Creative Financial Designs's STNE Position: Q3 2023 in Review

Creative Financial Designs sold out of StoneCo (STNE) in Q3 2023, closing a stake of 500 shares — an estimated $6.37K sold.

Creative Financial Designs first reported a position in STNE in Q2 2020 and held it in 9 quarters. The position peaked at $88K in Q4 2021. 260 funds tracked by Wall St. Rank hold STNE as of Q3 2023.

Creative Financial Designs reported no remaining StoneCo position as of Q3 2023 after selling out during the quarter.
Creative Financial Designs sold 500 StoneCo shares in Q3 2023, an estimated $6.37K.
Creative Financial Designs first reported a position in StoneCo in Q2 2020 and held it in 9 quarters.
Creative Financial Designs's StoneCo position peaked at $88K in Q4 2021.
260 funds tracked by Wall St. Rank held StoneCo as of Q3 2023.

Based on Creative Financial Designs's 13F filing for Q3 2023, filed 14 Nov 2023.