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Prosperity Wealth Management’s StoneCo STNE Stock Holding History

Prosperity Wealth Management’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
2023
Q4 		– Sell
-20,175
Closed -$215K – 186
2023
Q3 		$215K Buy
20,175
+6,275
+45% +$77.2K 0.14% 117
2023
Q2 		$177K Buy
+13,900
New +$173K 0.11% 136

Other funds holding STNE

MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $154B AUM 29.96% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Prosperity Wealth Management's STNE Position: Q4 2023 in Review

Prosperity Wealth Management sold out of StoneCo (STNE) in Q4 2023, closing a stake of 20,175 shares — an estimated $215K sold.

Prosperity Wealth Management first reported a position in STNE in Q2 2023 and held it in 2 quarters. The position peaked at $215K in Q3 2023. 281 funds tracked by Wall St. Rank hold STNE as of Q4 2023.

  • Prosperity Wealth Management reported no remaining StoneCo position as of Q4 2023 after selling out during the quarter.
  • Prosperity Wealth Management sold 20,175 StoneCo shares in Q4 2023, an estimated $215K.
  • Prosperity Wealth Management first reported a position in StoneCo in Q2 2023 and held it in 2 quarters.
  • Prosperity Wealth Management's StoneCo position peaked at $215K in Q3 2023.
  • 281 funds tracked by Wall St. Rank held StoneCo as of Q4 2023.

Based on Prosperity Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.