OTA Financial Group’s StoneCo STNE Stock Holding History

OTA Financial Group’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
2022 Q1	–	Sell	-12,919	Closed	-$217K	–	112
2021 Q4	$217K	Buy	+12,919	New	+$328K	0.15%	72

Other funds holding STNE

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

OTA Financial Group's STNE Position: Q1 2022 in Review

OTA Financial Group sold out of StoneCo (STNE) in Q1 2022, closing a stake of 12,919 shares — an estimated $217K sold.

OTA Financial Group first reported a position in STNE in Q4 2021 and held it in 1 quarter. The position peaked at $217K in Q4 2021. 285 funds tracked by Wall St. Rank hold STNE as of Q1 2022.

OTA Financial Group reported no remaining StoneCo position as of Q1 2022 after selling out during the quarter.
OTA Financial Group sold 12,919 StoneCo shares in Q1 2022, an estimated $217K.
OTA Financial Group first reported a position in StoneCo in Q4 2021 and held it in 1 quarter.
OTA Financial Group's StoneCo position peaked at $217K in Q4 2021.
285 funds tracked by Wall St. Rank held StoneCo as of Q1 2022.

Based on OTA Financial Group's 13F filing for Q1 2022, filed 19 Apr 2022.