TW
STNE icon

TrinityPoint Wealth’s StoneCo STNE Stock Holding History

TrinityPoint 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
2024
Q2 		– Sell
-11,741
Closed -$195K – 328
2024
Q1 		$195K Buy
11,741
+45
+0.4% +$772 0.03% 300
2023
Q4 		$211K Buy
11,696
+1,167
+11% +$15.3K 0.04% 283
2023
Q3 		$112K Buy
+10,529
New +$130K 0.02% 282
2022
Q4 		– Sell
-14,998
Closed -$143K – 295
2022
Q3 		$143K Buy
14,998
+2,550
+20% +$24.4K 0.03% 268
2022
Q2 		$96K Buy
+12,448
New +$119K 0.02% 271

Other funds holding STNE

MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return