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Shelton Wealth Management’s StoneCo STNE Stock Holding History

Shelton 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
2024
Q3 		– Sell
-17,507
Closed -$210K – 146
2024
Q2 		$210K Sell
17,507
-34,093
-66% -$503K 0.12% 126
2024
Q1 		$857K Buy
+51,600
New +$885K 0.54% 42

Other funds holding STNE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MA
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
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
SPC
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Shelton Wealth Management's STNE Position: Q3 2024 in Review

Shelton Wealth Management sold out of StoneCo (STNE) in Q3 2024, closing a stake of 17,507 shares — an estimated $210K sold.

Shelton Wealth Management first reported a position in STNE in Q1 2024 and held it in 2 quarters. The position peaked at $857K in Q1 2024. 284 funds tracked by Wall St. Rank hold STNE as of Q3 2024.

  • Shelton Wealth Management reported no remaining StoneCo position as of Q3 2024 after selling out during the quarter.
  • Shelton Wealth Management sold 17,507 StoneCo shares in Q3 2024, an estimated $210K.
  • Shelton Wealth Management first reported a position in StoneCo in Q1 2024 and held it in 2 quarters.
  • Shelton Wealth Management's StoneCo position peaked at $857K in Q1 2024.
  • 284 funds tracked by Wall St. Rank held StoneCo as of Q3 2024.

Based on Shelton Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.