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Sowell Financial Services’s StoneCo STNE Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-2,274
Closed -$139K – 2437
2021
Q1 		$139K Sell
2,274
-73
-3% -$5.7K ﹤0.01% 1226
2020
Q4 		$197K Hold
2,347
– – 0.01% 853
2020
Q3 		$124K Buy
2,347
+100
+4% +$4.78K 0.01% 903
2020
Q2 		$87K Sell
2,247
-1,397
-38% -$40.7K ﹤0.01% 1006
2020
Q1 		$79K Buy
3,644
+2,140
+142% +$81.6K 0.01% 918
2019
Q4 		$60K Buy
1,504
+1,195
+387% +$43.7K ﹤0.01% 1096
2019
Q3 		$11K Buy
+309
New +$10.3K ﹤0.01% 1511

Other funds holding STNE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TCM
Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return
TI
Truxt Investmentos Rio De Janeiro, Brazil $86.6M AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Sowell Financial Services's STNE Position: Q2 2021 in Review

Sowell Financial Services sold out of StoneCo (STNE) in Q2 2021, closing a stake of 2,274 shares — an estimated $139K sold.

Sowell Financial Services first reported a position in STNE in Q3 2019 and held it in 7 quarters. The position peaked at $197K in Q4 2020. 348 funds tracked by Wall St. Rank hold STNE as of Q2 2021.

  • Sowell Financial Services reported no remaining StoneCo position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,274 StoneCo shares in Q2 2021, an estimated $139K.
  • Sowell Financial Services first reported a position in StoneCo in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's StoneCo position peaked at $197K in Q4 2020.
  • 348 funds tracked by Wall St. Rank held StoneCo as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.