TCI Wealth Advisors’s StoneCo STNE Stock Holding History

TCI 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
2023 Q2	–	Sell	-1,000	Closed	-$9.54K	–	1991
2023 Q1	$9.54K	Sell	1,000 -256	-20%	-$2.45K	﹤0.01%	1114
2022 Q4	$11.9K	Hold	1,256	–	–	﹤0.01%	950
2022 Q3	$12K	Sell	1,256 -383	-23%	-$3.67K	﹤0.01%	927
2022 Q2	$13K	Buy	1,639 +634	+63%	+$6.07K	﹤0.01%	871
2022 Q1	$12K	Buy	1,005 +981	+4,088%	+$12.8K	﹤0.01%	1002
2021 Q4	$0	Buy	+24	New	+$609	﹤0.01%	2514
2021 Q2	–	Sell	-31	Closed	-$2K	–	2450
2021 Q1	$2K	Buy	+31	New	+$2.42K	﹤0.01%	1897

Other funds holding STNE

Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Nucleo Capital Sao Paulo, Sp, Brazil $29.1M AUM 59.16% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

TCI Wealth Advisors's STNE Position: Q2 2023 in Review

TCI Wealth Advisors sold out of StoneCo (STNE) in Q2 2023, closing a stake of 1,000 shares — an estimated $9.54K sold.

TCI Wealth Advisors first reported a position in STNE in Q1 2021 and held it in 7 quarters. The position peaked at $13K in Q2 2022. 254 funds tracked by Wall St. Rank hold STNE as of Q2 2023.

TCI Wealth Advisors reported no remaining StoneCo position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 1,000 StoneCo shares in Q2 2023, an estimated $9.54K.
TCI Wealth Advisors first reported a position in StoneCo in Q1 2021 and held it in 7 quarters.
TCI Wealth Advisors's StoneCo position peaked at $13K in Q2 2022.
254 funds tracked by Wall St. Rank held StoneCo as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.