MWM
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Midwest Wealth Management’s StoneCo STNE Stock Holding History

Midwest 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
-15,073
Closed -$523K – 98
2021
Q3 		$523K Buy
15,073
+9,014
+149% +$468K 0.36% 78
2021
Q2 		$406K Buy
+6,059
New +$393K 0.29% 79

Other funds holding STNE

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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

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

Midwest Wealth Management sold out of StoneCo (STNE) in Q4 2021, closing a stake of 15,073 shares — an estimated $523K sold.

Midwest Wealth Management first reported a position in STNE in Q2 2021 and held it in 2 quarters. The position peaked at $523K in Q3 2021. 270 funds tracked by Wall St. Rank hold STNE as of Q4 2021.

  • Midwest Wealth Management reported no remaining StoneCo position as of Q4 2021 after selling out during the quarter.
  • Midwest Wealth Management sold 15,073 StoneCo shares in Q4 2021, an estimated $523K.
  • Midwest Wealth Management first reported a position in StoneCo in Q2 2021 and held it in 2 quarters.
  • Midwest Wealth Management's StoneCo position peaked at $523K in Q3 2021.
  • 270 funds tracked by Wall St. Rank held StoneCo as of Q4 2021.

Based on Midwest Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.