TFO Wealth Partners’s StoneCo STNE Stock Holding History

TFO 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
2024 Q1	–	Sell	-20	Closed	-$361	–	914
2023 Q4	$361	Hold	20	–	–	﹤0.01%	445
2023 Q3	$255	Buy	+20	New	+$246	﹤0.01%	717

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

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

SPC

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

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

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

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

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 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

TFO Wealth Partners's STNE Position: Q1 2024 in Review

TFO Wealth Partners sold out of StoneCo (STNE) in Q1 2024, closing a stake of 20 shares — an estimated $361 sold.

TFO Wealth Partners first reported a position in STNE in Q3 2023 and held it in 2 quarters. The position peaked at $361 in Q4 2023. 292 funds tracked by Wall St. Rank hold STNE as of Q1 2024.

TFO Wealth Partners reported no remaining StoneCo position as of Q1 2024 after selling out during the quarter.
TFO Wealth Partners sold 20 StoneCo shares in Q1 2024, an estimated $361.
TFO Wealth Partners first reported a position in StoneCo in Q3 2023 and held it in 2 quarters.
TFO Wealth Partners's StoneCo position peaked at $361 in Q4 2023.
292 funds tracked by Wall St. Rank held StoneCo as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.