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Liberty Wealth Management’s StoneCo STNE Stock Holding History

Liberty 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
2021
Q4 		– Sell
-128
Closed -$4K – 985
2021
Q3 		$4K Buy
128
+96
+300% +$4.98K ﹤0.01% 986
2021
Q2 		$2K Buy
32
+12
+60% +$778 ﹤0.01% 944
2021
Q1 		$1K Hold
20
– – ﹤0.01% 901
2020
Q4 		$1K Buy
+20
New +$1.34K ﹤0.01% 905

Other funds holding STNE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
KM
Kora Management Brooklyn, New York $702M AUM 17.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Liberty Wealth Management's STNE Position: Q4 2021 in Review

Liberty Wealth Management sold out of StoneCo (STNE) in Q4 2021, closing a stake of 128 shares — an estimated $4K sold.

Liberty Wealth Management first reported a position in STNE in Q4 2020 and held it in 4 quarters. The position peaked at $4K in Q3 2021. 270 funds tracked by Wall St. Rank hold STNE as of Q4 2021.

  • Liberty Wealth Management reported no remaining StoneCo position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 128 StoneCo shares in Q4 2021, an estimated $4K.
  • Liberty Wealth Management first reported a position in StoneCo in Q4 2020 and held it in 4 quarters.
  • Liberty Wealth Management's StoneCo position peaked at $4K in Q3 2021.
  • 270 funds tracked by Wall St. Rank held StoneCo as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.