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Pinnacle Wealth Management Group’s StoneCo STNE Stock Holding History

Pinnacle Wealth Management 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
2021
Q3 		– Sell
-3,000
Closed -$201K – 120
2021
Q2 		$201K Buy
+3,000
New +$194K 0.15% 119

Other funds holding STNE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
TCM
Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pinnacle Wealth Management Group's STNE Position: Q3 2021 in Review

Pinnacle Wealth Management Group sold out of StoneCo (STNE) in Q3 2021, closing a stake of 3,000 shares — an estimated $201K sold.

Pinnacle Wealth Management Group first reported a position in STNE in Q2 2021 and held it in 1 quarter. The position peaked at $201K in Q2 2021. 295 funds tracked by Wall St. Rank hold STNE as of Q3 2021.

  • Pinnacle Wealth Management Group reported no remaining StoneCo position as of Q3 2021 after selling out during the quarter.
  • Pinnacle Wealth Management Group sold 3,000 StoneCo shares in Q3 2021, an estimated $201K.
  • Pinnacle Wealth Management Group first reported a position in StoneCo in Q2 2021 and held it in 1 quarter.
  • Pinnacle Wealth Management Group's StoneCo position peaked at $201K in Q2 2021.
  • 295 funds tracked by Wall St. Rank held StoneCo as of Q3 2021.

Based on Pinnacle Wealth Management Group's 13F filing for Q3 2021, filed 28 Oct 2021.