ProVise Management Group’s StoneCo STNE Stock Holding History

ProVise 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
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 $999B AUM 46.22% 1-Year Est. Return

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

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

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

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

LSCM

Light Street Capital Management Palo Alto, California $903M AUM 113.12% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

ACGDR

Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $832M AUM 5.47% 1-Year Est. Return

ProVise Management Group's STNE Position: Q2 2020 in Review

ProVise Management Group sold out of StoneCo (STNE) in Q2 2020, closing a stake of 12,940 shares — an estimated $282K sold.

ProVise Management Group first reported a position in STNE in Q1 2019 and held it in 5 quarters. The position peaked at $548K in Q3 2019. 231 funds tracked by Wall St. Rank hold STNE as of Q2 2020.

ProVise Management Group reported no remaining StoneCo position as of Q2 2020 after selling out during the quarter.
ProVise Management Group sold 12,940 StoneCo shares in Q2 2020, an estimated $282K.
ProVise Management Group first reported a position in StoneCo in Q1 2019 and held it in 5 quarters.
ProVise Management Group's StoneCo position peaked at $548K in Q3 2019.
231 funds tracked by Wall St. Rank held StoneCo as of Q2 2020.

Based on ProVise Management Group's 13F filing for Q2 2020, filed 7 Aug 2020.