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Kestra Private Wealth Services’s StoneCo STNE Stock Holding History

Kestra Private Wealth Services’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
-12,032
Closed -$807K – 968
2021
Q2 		$807K Sell
12,032
-1,225
-9% -$79.4K 0.05% 391
2021
Q1 		$812K Sell
13,257
-11,268
-46% -$879K 0.06% 341
2020
Q4 		$2.04M Buy
24,525
+475
+2% +$31.8K 0.15% 157
2020
Q3 		$1.27M Buy
+24,050
New +$1.15M 0.11% 200

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

Kestra Private Wealth Services's STNE Position: Q3 2021 in Review

Kestra Private Wealth Services sold out of StoneCo (STNE) in Q3 2021, closing a stake of 12,032 shares — an estimated $807K sold.

Kestra Private Wealth Services first reported a position in STNE in Q3 2020 and held it in 4 quarters. The position peaked at $2.04M in Q4 2020. 295 funds tracked by Wall St. Rank hold STNE as of Q3 2021.

  • Kestra Private Wealth Services reported no remaining StoneCo position as of Q3 2021 after selling out during the quarter.
  • Kestra Private Wealth Services sold 12,032 StoneCo shares in Q3 2021, an estimated $807K.
  • Kestra Private Wealth Services first reported a position in StoneCo in Q3 2020 and held it in 4 quarters.
  • Kestra Private Wealth Services's StoneCo position peaked at $2.04M in Q4 2020.
  • 295 funds tracked by Wall St. Rank held StoneCo as of Q3 2021.

Based on Kestra Private Wealth Services's 13F filing for Q3 2021, filed 21 Oct 2021.