SWP
STNE icon

Stratos Wealth Partners’s StoneCo STNE Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-8,000
Closed -$278K – 1297
2021
Q3 		$278K Sell
8,000
-16,725
-68% -$868K 0.01% 967
2021
Q2 		$1.66M Buy
24,725
+2,775
+13% +$180K 0.04% 396
2021
Q1 		$1.34M Buy
21,950
+1,650
+8% +$129K 0.04% 418
2020
Q4 		$1.7M Buy
20,300
+2,300
+13% +$154K 0.05% 307
2020
Q3 		$952K Sell
18,000
-3,050
-14% -$146K 0.03% 414
2020
Q2 		$816K Buy
21,050
+2,300
+12% +$67.1K 0.03% 426
2020
Q1 		$408K Buy
18,750
+5,350
+40% +$204K 0.02% 588
2019
Q4 		$535K Buy
13,400
+4,350
+48% +$159K 0.02% 571
2019
Q3 		$315K Buy
+9,050
New +$302K 0.01% 715

Other funds holding STNE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
KM
Kora Management Brooklyn, New York $702M AUM 17.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return