IWP
STNE icon

Icon Wealth Partners’s StoneCo STNE Stock Holding History

Icon Wealth Partners’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
-4,725
Closed -$317K – 360
2021
Q2 		$317K Buy
4,725
+850
+22% +$55.1K 0.03% 290
2021
Q1 		$237K Buy
3,875
+345
+10% +$26.9K 0.03% 302
2020
Q4 		$296K Buy
+3,530
New +$236K 0.05% 229

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

Icon Wealth Partners's STNE Position: Q3 2021 in Review

Icon Wealth Partners sold out of StoneCo (STNE) in Q3 2021, closing a stake of 4,725 shares — an estimated $317K sold.

Icon Wealth Partners first reported a position in STNE in Q4 2020 and held it in 3 quarters. The position peaked at $317K in Q2 2021. 295 funds tracked by Wall St. Rank hold STNE as of Q3 2021.

  • Icon Wealth Partners reported no remaining StoneCo position as of Q3 2021 after selling out during the quarter.
  • Icon Wealth Partners sold 4,725 StoneCo shares in Q3 2021, an estimated $317K.
  • Icon Wealth Partners first reported a position in StoneCo in Q4 2020 and held it in 3 quarters.
  • Icon Wealth Partners's StoneCo position peaked at $317K in Q2 2021.
  • 295 funds tracked by Wall St. Rank held StoneCo as of Q3 2021.

Based on Icon Wealth Partners's 13F filing for Q3 2021, filed 15 Nov 2021.