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Optimum Investment Advisors’s StoneCo STNE Stock Holding History

Optimum Investment 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
2020
Q2 		– Sell
-500
Closed -$11K – 925
2020
Q1 		$11K Hold
500
– – ﹤0.01% 673
2019
Q4 		$20K Hold
500
– – 0.01% 672
2019
Q3 		$17K Hold
500
– – 0.01% 707
2019
Q2 		$15K Hold
500
– – ﹤0.01% 724
2019
Q1 		$21K Buy
+500
New +$13.6K 0.01% 680

Other funds holding STNE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSCM
Light Street Capital Management Palo Alto, California $903M AUM 113.12% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $832M AUM 5.47% 1-Year Est. Return

Optimum Investment Advisors's STNE Position: Q2 2020 in Review

Optimum Investment Advisors sold out of StoneCo (STNE) in Q2 2020, closing a stake of 500 shares — an estimated $11K sold.

Optimum Investment Advisors first reported a position in STNE in Q1 2019 and held it in 5 quarters. The position peaked at $21K in Q1 2019. 231 funds tracked by Wall St. Rank hold STNE as of Q2 2020.

  • Optimum Investment Advisors reported no remaining StoneCo position as of Q2 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 500 StoneCo shares in Q2 2020, an estimated $11K.
  • Optimum Investment Advisors first reported a position in StoneCo in Q1 2019 and held it in 5 quarters.
  • Optimum Investment Advisors's StoneCo position peaked at $21K in Q1 2019.
  • 231 funds tracked by Wall St. Rank held StoneCo as of Q2 2020.

Based on Optimum Investment Advisors's 13F filing for Q2 2020, filed 16 Jul 2020.