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Kovack Advisors’s StoneCo STNE Stock Holding History

Kovack 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
2021
Q3 		– Sell
-4,635
Closed -$311K – 751
2021
Q2 		$311K Hold
4,635
– – 0.04% 504
2021
Q1 		$284K Sell
4,635
-200
-4% -$15.6K 0.04% 482
2020
Q4 		$406K Hold
4,835
– – 0.06% 327
2020
Q3 		$256K Buy
+4,835
New +$231K 0.05% 358

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

Kovack Advisors's STNE Position: Q3 2021 in Review

Kovack Advisors sold out of StoneCo (STNE) in Q3 2021, closing a stake of 4,635 shares — an estimated $311K sold.

Kovack Advisors first reported a position in STNE in Q3 2020 and held it in 4 quarters. The position peaked at $406K in Q4 2020. 295 funds tracked by Wall St. Rank hold STNE as of Q3 2021.

  • Kovack Advisors reported no remaining StoneCo position as of Q3 2021 after selling out during the quarter.
  • Kovack Advisors sold 4,635 StoneCo shares in Q3 2021, an estimated $311K.
  • Kovack Advisors first reported a position in StoneCo in Q3 2020 and held it in 4 quarters.
  • Kovack Advisors's StoneCo position peaked at $406K in Q4 2020.
  • 295 funds tracked by Wall St. Rank held StoneCo as of Q3 2021.

Based on Kovack Advisors's 13F filing for Q3 2021, filed 3 Nov 2021.