First Trust Direct Indexing’s StoneCo STNE Stock Holding History

First Trust Direct Indexing’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 Q3	–	Sell	-3,915	Closed	-$263K	–	683
2021 Q2	$263K	Buy	+3,915	New	+$254K	0.04%	492
2021 Q1	–	Sell	-698	Closed	-$59K	–	916
2020 Q4	$59K	Buy	+698	New	+$46.8K	0.02%	712

Other funds holding STNE

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

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

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

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

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

NAMA

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

TCM

Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 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

First Trust Direct Indexing's STNE Position: Q3 2021 in Review

First Trust Direct Indexing sold out of StoneCo (STNE) in Q3 2021, closing a stake of 3,915 shares — an estimated $263K sold.

First Trust Direct Indexing first reported a position in STNE in Q4 2020 and held it in 2 quarters. The position peaked at $263K in Q2 2021. 295 funds tracked by Wall St. Rank hold STNE as of Q3 2021.

First Trust Direct Indexing reported no remaining StoneCo position as of Q3 2021 after selling out during the quarter.
First Trust Direct Indexing sold 3,915 StoneCo shares in Q3 2021, an estimated $263K.
First Trust Direct Indexing first reported a position in StoneCo in Q4 2020 and held it in 2 quarters.
First Trust Direct Indexing's StoneCo position peaked at $263K in Q2 2021.
295 funds tracked by Wall St. Rank held StoneCo as of Q3 2021.

Based on First Trust Direct Indexing's 13F filing for Q3 2021, filed 8 Oct 2021.