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Leicht Financial Planning & Wealth Management’s StoneCo STNE Stock Holding History

Leicht Financial Planning & 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
2023
Q4 		– Sell
-15,000
Closed -$160K – 26
2023
Q3 		$160K Buy
+15,000
New +$185K 0.1% 21

Other funds holding STNE

MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's STNE Position: Q4 2023 in Review

Leicht Financial Planning & Wealth Management sold out of StoneCo (STNE) in Q4 2023, closing a stake of 15,000 shares — an estimated $160K sold.

Leicht Financial Planning & Wealth Management first reported a position in STNE in Q3 2023 and held it in 1 quarter. The position peaked at $160K in Q3 2023. 281 funds tracked by Wall St. Rank hold STNE as of Q4 2023.

  • Leicht Financial Planning & Wealth Management reported no remaining StoneCo position as of Q4 2023 after selling out during the quarter.
  • Leicht Financial Planning & Wealth Management sold 15,000 StoneCo shares in Q4 2023, an estimated $160K.
  • Leicht Financial Planning & Wealth Management first reported a position in StoneCo in Q3 2023 and held it in 1 quarter.
  • Leicht Financial Planning & Wealth Management's StoneCo position peaked at $160K in Q3 2023.
  • 281 funds tracked by Wall St. Rank held StoneCo as of Q4 2023.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q4 2023, filed 16 Jan 2024.