FWM
STNE icon

Focused Wealth Management’s StoneCo STNE Stock Holding History

Focused Wealth Management’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
-600
Closed -$40K – 1100
2021
Q2 		$40K Sell
600
-200
-25% -$13K 0.01% 412
2021
Q1 		$49K Hold
800
– – 0.01% 374
2020
Q4 		$67K Hold
800
– – 0.01% 316
2020
Q3 		$42K Hold
800
– – 0.01% 346
2020
Q2 		$31K Buy
800
+200
+33% +$5.83K 0.01% 354
2020
Q1 		$13K Sell
600
-400
-40% -$15.3K ﹤0.01% 426
2019
Q4 		$40K Sell
1,000
-100
-9% -$3.66K 0.01% 336
2019
Q3 		$38K Buy
1,100
+100
+10% +$3.33K 0.01% 330
2019
Q2 		$30K Buy
+1,000
New +$29.4K 0.01% 372

Other funds holding STNE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
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
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return