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Evolution Wealth Advisors’s StoneCo STNE Stock Holding History

Evolution Wealth Advisors’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
Q4 		– Sell
-5,230
Closed -$182K – 559
2021
Q3 		$182K Buy
+5,230
New +$271K 0.04% 120

Other funds holding STNE

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NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
KM
Kora Management Brooklyn, New York $702M AUM 17.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evolution Wealth Advisors's STNE Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of StoneCo (STNE) in Q4 2021, closing a stake of 5,230 shares — an estimated $182K sold.

Evolution Wealth Advisors first reported a position in STNE in Q3 2021 and held it in 1 quarter. The position peaked at $182K in Q3 2021. 270 funds tracked by Wall St. Rank hold STNE as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining StoneCo position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 5,230 StoneCo shares in Q4 2021, an estimated $182K.
  • Evolution Wealth Advisors first reported a position in StoneCo in Q3 2021 and held it in 1 quarter.
  • Evolution Wealth Advisors's StoneCo position peaked at $182K in Q3 2021.
  • 270 funds tracked by Wall St. Rank held StoneCo as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.