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Legacy Wealth Partners (California)’s StoneCo STNE Stock Holding History

Legacy Wealth Partners (California)’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
Q1 		– Sell
-15,820
Closed -$1.33M – 97
2020
Q4 		$1.33M Sell
15,820
-1,982
-11% -$133K 0.84% 25
2020
Q3 		$942K Buy
17,802
+3,502
+24% +$167K 0.67% 30
2020
Q2 		$554K Buy
+14,300
New +$417K 0.42% 50

Other funds holding STNE

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
TI
Truxt Investmentos Rio De Janeiro, Brazil $86.6M AUM
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Legacy Wealth Partners (California)'s STNE Position: Q1 2021 in Review

Legacy Wealth Partners (California) sold out of StoneCo (STNE) in Q1 2021, closing a stake of 15,820 shares — an estimated $1.33M sold.

Legacy Wealth Partners (California) first reported a position in STNE in Q2 2020 and held it in 3 quarters. The position peaked at $1.33M in Q4 2020. 334 funds tracked by Wall St. Rank hold STNE as of Q1 2021.

  • Legacy Wealth Partners (California) reported no remaining StoneCo position as of Q1 2021 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 15,820 StoneCo shares in Q1 2021, an estimated $1.33M.
  • Legacy Wealth Partners (California) first reported a position in StoneCo in Q2 2020 and held it in 3 quarters.
  • Legacy Wealth Partners (California)'s StoneCo position peaked at $1.33M in Q4 2020.
  • 334 funds tracked by Wall St. Rank held StoneCo as of Q1 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q1 2021, filed 12 May 2021.