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Patriot Financial Group Insurance Agency’s StoneCo STNE Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-30
Closed – – 1766
2022
Q2 		$0 Hold
30
– – ﹤0.01% 2168
2022
Q1 		$0 Hold
30
– – ﹤0.01% 2236
2021
Q4 		$1K Buy
+30
New +$761 ﹤0.01% 2082
2021
Q1 		– Sell
-200
Closed -$17K – 2071
2020
Q4 		$17K Hold
200
– – ﹤0.01% 1039
2020
Q3 		$11K Buy
200
+50
+33% +$2.39K ﹤0.01% 1013
2020
Q2 		$6K Buy
150
+50
+50% +$1.46K ﹤0.01% 1145
2020
Q1 		$2K Buy
+100
New +$3.81K ﹤0.01% 1339

Other funds holding STNE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
KM
Kora Management Brooklyn, New York $702M AUM 17.03% 1-Year Est. Return
TI
Truxt Investmentos Rio De Janeiro, Brazil $86.6M AUM

Patriot Financial Group Insurance Agency's STNE Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of StoneCo (STNE) in Q3 2022, closing a stake of 30 shares.

Patriot Financial Group Insurance Agency first reported a position in STNE in Q1 2020 and held it in 7 quarters. The position peaked at $17K in Q4 2020. 254 funds tracked by Wall St. Rank hold STNE as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining StoneCo position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 30 StoneCo shares in Q3 2022.
  • Patriot Financial Group Insurance Agency first reported a position in StoneCo in Q1 2020 and held it in 7 quarters.
  • Patriot Financial Group Insurance Agency's StoneCo position peaked at $17K in Q4 2020.
  • 254 funds tracked by Wall St. Rank held StoneCo as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.