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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 $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 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 $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Focused Wealth Management's STNE Position: Q3 2021 in Review

Focused Wealth Management sold out of StoneCo (STNE) in Q3 2021, closing a stake of 600 shares — an estimated $40K sold.

Focused Wealth Management first reported a position in STNE in Q2 2019 and held it in 9 quarters. The position peaked at $67K in Q4 2020. 296 funds tracked by Wall St. Rank hold STNE as of Q3 2021.

  • Focused Wealth Management reported no remaining StoneCo position as of Q3 2021 after selling out during the quarter.
  • Focused Wealth Management sold 600 StoneCo shares in Q3 2021, an estimated $40K.
  • Focused Wealth Management first reported a position in StoneCo in Q2 2019 and held it in 9 quarters.
  • Focused Wealth Management's StoneCo position peaked at $67K in Q4 2020.
  • 296 funds tracked by Wall St. Rank held StoneCo as of Q3 2021.

Based on Focused Wealth Management's 13F filing for Q3 2021, filed 12 Oct 2021.