Glassman Wealth Services’s StoneCo STNE Stock Holding History

Glassman Wealth Services’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
2022 Q2	–	Sell	-757	Closed	-$9K	–	1976
2022 Q1	$9K	Buy	757 +667	+741%	+$8.72K	﹤0.01%	870
2021 Q4	$2K	Buy	+90	New	+$2.28K	﹤0.01%	1247
2021 Q3	–	Sell	-15	Closed	-$1K	–	1799
2021 Q2	$1K	Buy	15 +12	+400%	+$778	﹤0.01%	1379
2021 Q1	$0	Sell	3 -43	-93%	-$3.36K	﹤0.01%	1626
2020 Q4	$4K	Buy	+46	New	+$3.08K	﹤0.01%	922

Other funds holding STNE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Kora Management Brooklyn, New York $843M AUM 11.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Glassman Wealth Services's STNE Position: Q2 2022 in Review

Glassman Wealth Services sold out of StoneCo (STNE) in Q2 2022, closing a stake of 757 shares — an estimated $9K sold.

Glassman Wealth Services first reported a position in STNE in Q4 2020 and held it in 5 quarters. The position peaked at $9K in Q1 2022. 264 funds tracked by Wall St. Rank hold STNE as of Q2 2022.

Glassman Wealth Services reported no remaining StoneCo position as of Q2 2022 after selling out during the quarter.
Glassman Wealth Services sold 757 StoneCo shares in Q2 2022, an estimated $9K.
Glassman Wealth Services first reported a position in StoneCo in Q4 2020 and held it in 5 quarters.
Glassman Wealth Services's StoneCo position peaked at $9K in Q1 2022.
264 funds tracked by Wall St. Rank held StoneCo as of Q2 2022.

Based on Glassman Wealth Services's 13F filing for Q2 2022, filed 4 Aug 2022.