Tempus Wealth Planning’s StoneCo STNE Stock Holding History

Tempus Wealth Planning’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
2025 Q1	–	Sell	-15,514	Closed	-$124K	–	267
2024 Q4	$124K	Buy	+15,514	New	+$157K	0.04%	244

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

Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return

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

ACGDR

Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tempus Wealth Planning's STNE Position: Q1 2025 in Review

Tempus Wealth Planning sold out of StoneCo (STNE) in Q1 2025, closing a stake of 15,514 shares — an estimated $124K sold.

Tempus Wealth Planning first reported a position in STNE in Q4 2024 and held it in 1 quarter. The position peaked at $124K in Q4 2024. 252 funds tracked by Wall St. Rank hold STNE as of Q1 2025.

Tempus Wealth Planning reported no remaining StoneCo position as of Q1 2025 after selling out during the quarter.
Tempus Wealth Planning sold 15,514 StoneCo shares in Q1 2025, an estimated $124K.
Tempus Wealth Planning first reported a position in StoneCo in Q4 2024 and held it in 1 quarter.
Tempus Wealth Planning's StoneCo position peaked at $124K in Q4 2024.
252 funds tracked by Wall St. Rank held StoneCo as of Q1 2025.

Based on Tempus Wealth Planning's 13F filing for Q1 2025, filed 6 May 2025.