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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 $1.39B AUM 10.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $815M AUM 15.03% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $832M AUM 5.47% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

TrinityPoint Wealth's STNE Position: Q2 2024 in Review

TrinityPoint Wealth sold out of StoneCo (STNE) in Q2 2024, closing a stake of 11,741 shares — an estimated $195K sold.

TrinityPoint Wealth first reported a position in STNE in Q2 2022 and held it in 5 quarters. The position peaked at $211K in Q4 2023. 284 funds tracked by Wall St. Rank hold STNE as of Q2 2024.

  • TrinityPoint Wealth reported no remaining StoneCo position as of Q2 2024 after selling out during the quarter.
  • TrinityPoint Wealth sold 11,741 StoneCo shares in Q2 2024, an estimated $195K.
  • TrinityPoint Wealth first reported a position in StoneCo in Q2 2022 and held it in 5 quarters.
  • TrinityPoint Wealth's StoneCo position peaked at $211K in Q4 2023.
  • 284 funds tracked by Wall St. Rank held StoneCo as of Q2 2024.

Based on TrinityPoint Wealth's 13F filing for Q2 2024, filed 30 Jul 2024.