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TRUE Private Wealth Advisors’s StoneCo STNE Stock Holding History

TRUE Private Wealth Advisors’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
-390
Closed -$15K – 824
2019
Q4 		$15K Buy
+390
New +$14.3K ﹤0.01% 538

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

TRUE Private Wealth Advisors's STNE Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of StoneCo (STNE) in Q1 2020, closing a stake of 390 shares — an estimated $15K sold.

TRUE Private Wealth Advisors first reported a position in STNE in Q4 2019 and held it in 1 quarter. The position peaked at $15K in Q4 2019. 201 funds tracked by Wall St. Rank hold STNE as of Q1 2020.

  • TRUE Private Wealth Advisors reported no remaining StoneCo position as of Q1 2020 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 390 StoneCo shares in Q1 2020, an estimated $15K.
  • TRUE Private Wealth Advisors first reported a position in StoneCo in Q4 2019 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's StoneCo position peaked at $15K in Q4 2019.
  • 201 funds tracked by Wall St. Rank held StoneCo as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.