Prospera Financial Services’s StoneCo STNE Stock Holding History

Prospera Financial Services’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
2024 Q4	–	Sell	-10,702	Closed	-$121K	–	1182
2024 Q3	$121K	Sell	10,702 -28,966	-73%	-$369K	﹤0.01%	1092
2024 Q2	$476K	Sell	39,668 -7,420	-16%	-$109K	0.01%	727
2024 Q1	$782K	Sell	47,088 -5,467	-10%	-$93.7K	0.02%	562
2023 Q4	$948K	Sell	52,555 -332	-0.6%	-$4.36K	0.03%	481
2023 Q3	$564K	Hold	52,887	–	–	0.02%	572
2023 Q2	$674K	Sell	52,887 -1,799	-3%	-$22.4K	0.03%	521
2023 Q1	$522K	Sell	54,686 -1,050	-2%	-$10K	0.02%	596
2022 Q4	$526K	Buy	55,736 +10,782	+24%	+$113K	0.03%	521
2022 Q3	$429K	Buy	44,954 +10,361	+30%	+$99.2K	0.02%	558
2022 Q2	$266K	Buy	34,593 +10,806	+45%	+$103K	0.01%	659
2022 Q1	$278K	Buy	+23,787	New	+$311K	0.01%	768
2021 Q3	–	Sell	-16,485	Closed	-$1.1M	–	851
2021 Q2	$1.1M	Buy	16,485 +581	+4%	+$37.7K	0.06%	354
2021 Q1	$973K	Buy	15,904 +7,598	+91%	+$593K	0.06%	344
2020 Q4	$697K	Buy	+8,306	New	+$556K	0.05%	359
2019 Q4	–	Sell	-6,000	Closed	-$209K	–	627
2019 Q3	$209K	Buy	+6,000	New	+$200K	0.02%	509

Other funds holding STNE

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

Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return

Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return