TD Private Client Wealth’s StoneCo STNE Stock Holding History

TD Private Client Wealth’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
2022 Q1	–	Sell	-55	Closed	-$927	–	1327
2021 Q4	$927	Buy	+55	New	+$1.4K	﹤0.01%	1073

Other funds holding STNE

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

TD Private Client Wealth's STNE Position: Q1 2022 in Review

TD Private Client Wealth sold out of StoneCo (STNE) in Q1 2022, closing a stake of 55 shares — an estimated $927 sold.

TD Private Client Wealth first reported a position in STNE in Q4 2021 and held it in 1 quarter. The position peaked at $927 in Q4 2021. 285 funds tracked by Wall St. Rank hold STNE as of Q1 2022.

TD Private Client Wealth reported no remaining StoneCo position as of Q1 2022 after selling out during the quarter.
TD Private Client Wealth sold 55 StoneCo shares in Q1 2022, an estimated $927.
TD Private Client Wealth first reported a position in StoneCo in Q4 2021 and held it in 1 quarter.
TD Private Client Wealth's StoneCo position peaked at $927 in Q4 2021.
285 funds tracked by Wall St. Rank held StoneCo as of Q1 2022.

Based on TD Private Client Wealth's 13F filing for Q1 2022, filed 16 Aug 2024.