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JP Morgan Private Wealth Advisors’s StoneCo STNE Stock Holding History

JP Morgan Private Wealth Advisors’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
Q1 		– Sell
-8,650
Closed -$345K – 1532
2019
Q4 		$345K Buy
8,650
+200
+2% +$7.32K ﹤0.01% 1179
2019
Q3 		$294K Buy
+8,450
New +$282K ﹤0.01% 1203

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

JP Morgan Private Wealth Advisors's STNE Position: Q1 2020 in Review

JP Morgan Private Wealth Advisors sold out of StoneCo (STNE) in Q1 2020, closing a stake of 8,650 shares — an estimated $345K sold.

JP Morgan Private Wealth Advisors first reported a position in STNE in Q3 2019 and held it in 2 quarters. The position peaked at $345K in Q4 2019. 201 funds tracked by Wall St. Rank hold STNE as of Q1 2020.

  • JP Morgan Private Wealth Advisors reported no remaining StoneCo position as of Q1 2020 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 8,650 StoneCo shares in Q1 2020, an estimated $345K.
  • JP Morgan Private Wealth Advisors first reported a position in StoneCo in Q3 2019 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's StoneCo position peaked at $345K in Q4 2019.
  • 201 funds tracked by Wall St. Rank held StoneCo as of Q1 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2020, filed 13 May 2020.