Evoke Wealth’s StoneCo STNE Stock Holding History

Evoke Wealth’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
2022 Q4	–	Sell	-218	Closed	-$2K	–	1047
2022 Q3	$2K	Buy	+218	New	+$2.09K	﹤0.01%	1075

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

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

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

NAMA

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kora Management Brooklyn, New York $702M AUM 17.03% 1-Year Est. Return

Evoke Wealth's STNE Position: Q4 2022 in Review

Evoke Wealth sold out of StoneCo (STNE) in Q4 2022, closing a stake of 218 shares — an estimated $2K sold.

Evoke Wealth first reported a position in STNE in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 252 funds tracked by Wall St. Rank hold STNE as of Q4 2022.

Evoke Wealth reported no remaining StoneCo position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 218 StoneCo shares in Q4 2022, an estimated $2K.
Evoke Wealth first reported a position in StoneCo in Q3 2022 and held it in 1 quarter.
Evoke Wealth's StoneCo position peaked at $2K in Q3 2022.
252 funds tracked by Wall St. Rank held StoneCo as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.