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Dynamic Advisor Solutions’s StoneCo STNE Stock Holding History

Dynamic Advisor Solutions’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
-10,363
Closed -$97.8K – 801
2022
Q4 		$97.8K Sell
10,363
-2,798
-21% -$29.3K 0.01% 693
2022
Q3 		$125K Buy
13,161
+341
+3% +$3.27K 0.01% 647
2022
Q2 		$99K Buy
12,820
+1,575
+14% +$15.1K 0.01% 680
2022
Q1 		$132K Buy
+11,245
New +$147K 0.01% 695

Other funds holding STNE

MA
Madrone Advisors Menlo Park, California $1.39B AUM 10.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return

Dynamic Advisor Solutions's STNE Position: Q1 2023 in Review

Dynamic Advisor Solutions sold out of StoneCo (STNE) in Q1 2023, closing a stake of 10,363 shares — an estimated $97.8K sold.

Dynamic Advisor Solutions first reported a position in STNE in Q1 2022 and held it in 4 quarters. The position peaked at $132K in Q1 2022. 242 funds tracked by Wall St. Rank hold STNE as of Q1 2023.

  • Dynamic Advisor Solutions reported no remaining StoneCo position as of Q1 2023 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 10,363 StoneCo shares in Q1 2023, an estimated $97.8K.
  • Dynamic Advisor Solutions first reported a position in StoneCo in Q1 2022 and held it in 4 quarters.
  • Dynamic Advisor Solutions's StoneCo position peaked at $132K in Q1 2022.
  • 242 funds tracked by Wall St. Rank held StoneCo as of Q1 2023.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2023, filed 11 Apr 2023.