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Tradition Wealth Management’s StoneCo STNE Stock Holding History

Tradition Wealth Management’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
2021
Q3 		– Sell
-602
Closed -$40K – 1214
2021
Q2 		$40K Buy
+602
New +$39K 0.01% 591

Other funds holding STNE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
TCM
Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tradition Wealth Management's STNE Position: Q3 2021 in Review

Tradition Wealth Management sold out of StoneCo (STNE) in Q3 2021, closing a stake of 602 shares — an estimated $40K sold.

Tradition Wealth Management first reported a position in STNE in Q2 2021 and held it in 1 quarter. The position peaked at $40K in Q2 2021. 295 funds tracked by Wall St. Rank hold STNE as of Q3 2021.

  • Tradition Wealth Management reported no remaining StoneCo position as of Q3 2021 after selling out during the quarter.
  • Tradition Wealth Management sold 602 StoneCo shares in Q3 2021, an estimated $40K.
  • Tradition Wealth Management first reported a position in StoneCo in Q2 2021 and held it in 1 quarter.
  • Tradition Wealth Management's StoneCo position peaked at $40K in Q2 2021.
  • 295 funds tracked by Wall St. Rank held StoneCo as of Q3 2021.

Based on Tradition Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.