Elevation Wealth Partners’s StoneCo STNE Stock Holding History

Elevation Wealth Partners’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
2024 Q1	–	Sell	-400	Closed	-$4.27K	–	503
2023 Q4	$4.27K	Hold	400	–	–	﹤0.01%	377
2023 Q3	$4.27K	Hold	400	–	–	﹤0.01%	282
2023 Q2	$5.1K	Hold	400	–	–	﹤0.01%	280
2023 Q1	$3.82K	Buy	+400	New	+$3.83K	﹤0.01%	294

Other funds holding STNE

Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Elevation Wealth Partners's STNE Position: Q1 2024 in Review

Elevation Wealth Partners sold out of StoneCo (STNE) in Q1 2024, closing a stake of 400 shares — an estimated $4.27K sold.

Elevation Wealth Partners first reported a position in STNE in Q1 2023 and held it in 4 quarters. The position peaked at $5.1K in Q2 2023. 292 funds tracked by Wall St. Rank hold STNE as of Q1 2024.

Elevation Wealth Partners reported no remaining StoneCo position as of Q1 2024 after selling out during the quarter.
Elevation Wealth Partners sold 400 StoneCo shares in Q1 2024, an estimated $4.27K.
Elevation Wealth Partners first reported a position in StoneCo in Q1 2023 and held it in 4 quarters.
Elevation Wealth Partners's StoneCo position peaked at $5.1K in Q2 2023.
292 funds tracked by Wall St. Rank held StoneCo as of Q1 2024.

Based on Elevation Wealth Partners's 13F filing for Q1 2024, filed 19 Apr 2024.