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Jupiter Wealth Management’s StoneCo STNE Stock Holding History

Jupiter Wealth Management’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
Q3 		– Sell
-5,000
Closed -$210K – 88
2020
Q2 		$210K Buy
+5,000
New +$146K 0.11% 71
2020
Q1 		– Sell
-5,000
Closed -$207K – 92
2019
Q4 		$207K Buy
+5,000
New +$183K 0.1% 79

Other funds holding STNE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
TCM
Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Wealth Management's STNE Position: Q3 2020 in Review

Jupiter Wealth Management sold out of StoneCo (STNE) in Q3 2020, closing a stake of 5,000 shares — an estimated $210K sold.

Jupiter Wealth Management first reported a position in STNE in Q4 2019 and held it in 2 quarters. The position peaked at $210K in Q2 2020. 261 funds tracked by Wall St. Rank hold STNE as of Q3 2020.

  • Jupiter Wealth Management reported no remaining StoneCo position as of Q3 2020 after selling out during the quarter.
  • Jupiter Wealth Management sold 5,000 StoneCo shares in Q3 2020, an estimated $210K.
  • Jupiter Wealth Management first reported a position in StoneCo in Q4 2019 and held it in 2 quarters.
  • Jupiter Wealth Management's StoneCo position peaked at $210K in Q2 2020.
  • 261 funds tracked by Wall St. Rank held StoneCo as of Q3 2020.

Based on Jupiter Wealth Management's 13F filing for Q3 2020, filed 19 Nov 2020.