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Independent Advisor Alliance’s StoneCo STNE Stock Holding History

Independent Advisor Alliance’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
2024
Q4 		– Sell
-36,295
Closed -$409K – 1375
2024
Q3 		$409K Buy
36,295
+6,947
+24% +$88.6K 0.01% 495
2024
Q2 		$352K Sell
29,348
-1,806
-6% -$26.6K 0.01% 532
2024
Q1 		$517K Sell
31,154
-4,972
-14% -$85.3K 0.02% 450
2023
Q4 		$651K Buy
+36,126
New +$475K 0.02% 381
2023
Q2 		– Sell
-10,305
Closed -$98.3K – 701
2023
Q1 		$98.3K Buy
+10,305
New +$98.6K ﹤0.01% 637

Other funds holding STNE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Independent Advisor Alliance's STNE Position: Q4 2024 in Review

Independent Advisor Alliance sold out of StoneCo (STNE) in Q4 2024, closing a stake of 36,295 shares — an estimated $409K sold.

Independent Advisor Alliance first reported a position in STNE in Q1 2023 and held it in 5 quarters. The position peaked at $651K in Q4 2023. 273 funds tracked by Wall St. Rank hold STNE as of Q4 2024.

  • Independent Advisor Alliance reported no remaining StoneCo position as of Q4 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 36,295 StoneCo shares in Q4 2024, an estimated $409K.
  • Independent Advisor Alliance first reported a position in StoneCo in Q1 2023 and held it in 5 quarters.
  • Independent Advisor Alliance's StoneCo position peaked at $651K in Q4 2023.
  • 273 funds tracked by Wall St. Rank held StoneCo as of Q4 2024.

Based on Independent Advisor Alliance's 13F filing for Q4 2024, filed 7 Feb 2025.