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PMG
ProVise Management Group’s
StoneCo
STNE
Stock Holding History
ProVise Management Group’s Portfolio
STNE Stock Details
STNE Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q2
–
Sell
-12,940
Closed
-$282K
–
289
2020
Q1
$282K
Sell
12,940
-630
-5%
-$24K
0.05%
223
2019
Q4
$541K
Sell
13,570
-2,175
-14%
-$79.6K
0.07%
192
2019
Q3
$548K
Sell
15,745
-795
-5%
-$26.5K
0.07%
188
2019
Q2
$489K
Buy
16,540
+3,472
+27%
+$102K
0.07%
205
2019
Q1
$537K
Buy
+13,068
New
+$355K
0.08%
188
Other funds holding STNE
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Berkshire Hathaway
Omaha, Nebraska
$263B AUM
16.68%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
WRCM
Whale Rock Capital Management
Boston, Massachusetts
$7.74B AUM
180.85%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
LSCM
Light Street Capital Management
Palo Alto, California
$534M AUM
59.08%
1-Year Est. Return
Artisan Partners
Milwaukee, Wisconsin
$62.3B AUM
26.25%
1-Year Est. Return
ClearBridge Investments
New York
$115B AUM
24.78%
1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro, Brazil
$714M AUM
35.97%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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