Old Port Advisors’s StoneCo STNE Stock Holding History

Old Port 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 Q4	–	Sell	-7,032	Closed	-$233K	–	231
2021 Q3	$233K	Sell	7,032 -310	-4%	-$16.1K	0.08%	196
2021 Q2	$444K	Sell	7,342 -95	-1%	-$6.16K	0.16%	147
2021 Q1	$455K	Sell	7,437 -35	-0.5%	-$2.73K	0.18%	127
2020 Q4	$618K	Sell	7,472 -103	-1%	-$6.9K	0.27%	96
2020 Q3	$401K	Sell	7,575 -78	-1%	-$3.73K	0.2%	113
2020 Q2	$297K	Buy	+7,653	New	+$223K	0.16%	132

Other funds holding STNE

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCM

Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Kora Management Brooklyn, New York $843M AUM 11.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Old Port Advisors's STNE Position: Q4 2021 in Review

Old Port Advisors sold out of StoneCo (STNE) in Q4 2021, closing a stake of 7,032 shares — an estimated $233K sold.

Old Port Advisors first reported a position in STNE in Q2 2020 and held it in 6 quarters. The position peaked at $618K in Q4 2020. 271 funds tracked by Wall St. Rank hold STNE as of Q4 2021.

Old Port Advisors reported no remaining StoneCo position as of Q4 2021 after selling out during the quarter.
Old Port Advisors sold 7,032 StoneCo shares in Q4 2021, an estimated $233K.
Old Port Advisors first reported a position in StoneCo in Q2 2020 and held it in 6 quarters.
Old Port Advisors's StoneCo position peaked at $618K in Q4 2020.
271 funds tracked by Wall St. Rank held StoneCo as of Q4 2021.

Based on Old Port Advisors's 13F filing for Q4 2021, filed 12 Jan 2022.