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Toth Financial Advisory’s StoneCo STNE Stock Holding History

Toth Financial Advisory’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
2020
Q1 		– Sell
-12,500
Closed -$499K – 513
2019
Q4 		$499K Buy
+12,500
New +$457K 0.1% 133

Other funds holding STNE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Toth Financial Advisory's STNE Position: Q1 2020 in Review

Toth Financial Advisory sold out of StoneCo (STNE) in Q1 2020, closing a stake of 12,500 shares — an estimated $499K sold.

Toth Financial Advisory first reported a position in STNE in Q4 2019 and held it in 1 quarter. The position peaked at $499K in Q4 2019. 201 funds tracked by Wall St. Rank hold STNE as of Q1 2020.

  • Toth Financial Advisory reported no remaining StoneCo position as of Q1 2020 after selling out during the quarter.
  • Toth Financial Advisory sold 12,500 StoneCo shares in Q1 2020, an estimated $499K.
  • Toth Financial Advisory first reported a position in StoneCo in Q4 2019 and held it in 1 quarter.
  • Toth Financial Advisory's StoneCo position peaked at $499K in Q4 2019.
  • 201 funds tracked by Wall St. Rank held StoneCo as of Q1 2020.

Based on Toth Financial Advisory's 13F filing for Q1 2020, filed 20 Apr 2020.