Defined Wealth Management’s StoneCo STNE Stock Holding History

Defined 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	–	Sell	-720	Closed	-$60K	–	185
2020 Q4	$60K	Buy	+720	New	+$48.2K	0.06%	125

Other funds holding STNE

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Truxt Investmentos Rio De Janeiro, Brazil $156M AUM

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

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

Defined Wealth Management sold out of StoneCo (STNE) in Q1 2021, closing a stake of 720 shares — an estimated $60K sold.

Defined Wealth Management first reported a position in STNE in Q4 2020 and held it in 1 quarter. The position peaked at $60K in Q4 2020. 333 funds tracked by Wall St. Rank hold STNE as of Q1 2021.

Defined Wealth Management reported no remaining StoneCo position as of Q1 2021 after selling out during the quarter.
Defined Wealth Management sold 720 StoneCo shares in Q1 2021, an estimated $60K.
Defined Wealth Management first reported a position in StoneCo in Q4 2020 and held it in 1 quarter.
Defined Wealth Management's StoneCo position peaked at $60K in Q4 2020.
333 funds tracked by Wall St. Rank held StoneCo as of Q1 2021.

Based on Defined Wealth Management's 13F filing for Q1 2021, filed 18 May 2021.