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Regent Peak Wealth Advisors’s StoneCo STNE Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-50
Closed -$4K – 865
2020
Q4 		$4K Buy
+50
New +$3.35K ﹤0.01% 718

Other funds holding STNE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
TI
Truxt Investmentos Rio De Janeiro, Brazil $156M AUM
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Regent Peak Wealth Advisors's STNE Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of StoneCo (STNE) in Q1 2021, closing a stake of 50 shares — an estimated $4K sold.

Regent Peak Wealth Advisors first reported a position in STNE in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 333 funds tracked by Wall St. Rank hold STNE as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining StoneCo position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 50 StoneCo shares in Q1 2021, an estimated $4K.
  • Regent Peak Wealth Advisors first reported a position in StoneCo in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's StoneCo position peaked at $4K in Q4 2020.
  • 333 funds tracked by Wall St. Rank held StoneCo as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.