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Heritage Wealth Management (Arizona)’s StoneCo STNE Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$7.8K Sell
826
-187
-18% -$1.96K ﹤0.01% 811
2022
Q3 		$10K Hold
1,013
– – ﹤0.01% 660
2022
Q2 		$7.8K Buy
+1,013
New +$9.69K ﹤0.01% 705

Other funds holding STNE

MA
Madrone Advisors Menlo Park, California $1.39B AUM 10.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
KM
Kora Management Brooklyn, New York $843M AUM 11.3% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s STNE Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) reduced its StoneCo (STNE) stake by 18% in Q4 2022, selling an estimated $1.96K and leaving 826 shares worth $7.8K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Heritage Wealth Management (Arizona) first reported a position in STNE in Q2 2022 and has held it in 3 quarters since. The position peaked at $10K in Q3 2022. 253 funds tracked by Wall St. Rank hold STNE as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 826 shares of StoneCo worth $7.8K as of Q4 2022.
  • Heritage Wealth Management (Arizona) sold 187 StoneCo shares in Q4 2022, an estimated $1.96K.
  • StoneCo made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #811 holding.
  • Heritage Wealth Management (Arizona) first reported a position in StoneCo in Q2 2022 and has held it in 3 quarters since.
  • Heritage Wealth Management (Arizona)'s StoneCo position peaked at $10K in Q3 2022.
  • 253 funds tracked by Wall St. Rank held StoneCo as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.