Plante Moran Financial Advisors’s StoneCo STNE Stock Holding History

Plante Moran Financial 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
2022 Q1	–	Sell	-184	Closed	-$3K	–	995
2021 Q4	$3K	Buy	+184	New	+$4.67K	﹤0.01%	894
2019 Q2	–	Sell	-3,500	Closed	-$144K	–	839
2019 Q1	$144K	Buy	3,500 +2,000	+133%	+$54.3K	0.04%	189
2018 Q4	$28K	Buy	+1,500	New	+$34.7K	0.01%	387

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

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

Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return

Plante Moran Financial Advisors's STNE Position: Q1 2022 in Review

Plante Moran Financial Advisors sold out of StoneCo (STNE) in Q1 2022, closing a stake of 184 shares — an estimated $3K sold.

Plante Moran Financial Advisors first reported a position in STNE in Q4 2018 and held it in 3 quarters. The position peaked at $144K in Q1 2019. 286 funds tracked by Wall St. Rank hold STNE as of Q1 2022.

Plante Moran Financial Advisors reported no remaining StoneCo position as of Q1 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 184 StoneCo shares in Q1 2022, an estimated $3K.
Plante Moran Financial Advisors first reported a position in StoneCo in Q4 2018 and held it in 3 quarters.
Plante Moran Financial Advisors's StoneCo position peaked at $144K in Q1 2019.
286 funds tracked by Wall St. Rank held StoneCo as of Q1 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2022, filed 6 May 2022.