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Sigma Planning Corp’s StoneCo STNE Stock Holding History

Sigma Planning Corp’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
Q2 		– Sell
-29,425
Closed -$489K – 1263
2024
Q1 		$489K Buy
29,425
+16,725
+132% +$287K 0.02% 772
2023
Q4 		$229K Sell
12,700
-19,025
-60% -$250K 0.02% 724
2023
Q3 		$339K Sell
31,725
-8,200
-21% -$101K 0.01% 873
2023
Q2 		$509K Buy
+39,925
New +$498K 0.02% 728
2020
Q1 		– Sell
-22,952
Closed -$916K – 1089
2019
Q4 		$916K Sell
22,952
-598
-3% -$21.9K 0.04% 427
2019
Q3 		$819K Buy
23,550
+1,200
+5% +$40K 0.04% 429
2019
Q2 		$661K Buy
22,350
+5,400
+32% +$159K 0.03% 465
2019
Q1 		$697K Buy
+16,950
New +$460K 0.04% 407

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
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Sigma Planning Corp's STNE Position: Q2 2024 in Review

Sigma Planning Corp sold out of StoneCo (STNE) in Q2 2024, closing a stake of 29,425 shares — an estimated $489K sold.

Sigma Planning Corp first reported a position in STNE in Q1 2019 and held it in 8 quarters. The position peaked at $916K in Q4 2019. 283 funds tracked by Wall St. Rank hold STNE as of Q2 2024.

  • Sigma Planning Corp reported no remaining StoneCo position as of Q2 2024 after selling out during the quarter.
  • Sigma Planning Corp sold 29,425 StoneCo shares in Q2 2024, an estimated $489K.
  • Sigma Planning Corp first reported a position in StoneCo in Q1 2019 and held it in 8 quarters.
  • Sigma Planning Corp's StoneCo position peaked at $916K in Q4 2019.
  • 283 funds tracked by Wall St. Rank held StoneCo as of Q2 2024.

Based on Sigma Planning Corp's 13F filing for Q2 2024, filed 6 Aug 2024.