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Gerber Kawasaki Wealth & Investment Management’s StoneCo STNE Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2020
Q2 		– Sell
-9,892
Closed -$215K – 145
2020
Q1 		$215K Sell
9,892
-2,408
-20% -$91.8K 0.06% 114
2019
Q4 		$490K Buy
12,300
+3,550
+41% +$130K 0.12% 79
2019
Q3 		$304K Buy
+8,750
New +$292K 0.09% 101

Other funds holding STNE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSCM
Light Street Capital Management Palo Alto, California $534M AUM 59.08% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's STNE Position: Q2 2020 in Review

Gerber Kawasaki Wealth & Investment Management sold out of StoneCo (STNE) in Q2 2020, closing a stake of 9,892 shares — an estimated $215K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in STNE in Q3 2019 and held it in 3 quarters. The position peaked at $490K in Q4 2019. 231 funds tracked by Wall St. Rank hold STNE as of Q2 2020.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining StoneCo position as of Q2 2020 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 9,892 StoneCo shares in Q2 2020, an estimated $215K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in StoneCo in Q3 2019 and held it in 3 quarters.
  • Gerber Kawasaki Wealth & Investment Management's StoneCo position peaked at $490K in Q4 2019.
  • 231 funds tracked by Wall St. Rank held StoneCo as of Q2 2020.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2020, filed 10 Aug 2020.