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TrueWealth LLC’s StoneCo STNE Stock Holding History

TrueWealth LLC’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
Q2 		$105K Buy
2,700
+1,670
+162% +$48.7K 0.04% 199
2020
Q1 		$22K Buy
+1,030
New +$39.3K 0.01% 348

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSCM
Light Street Capital Management Palo Alto, California $534M AUM 59.08% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return

TrueWealth LLC's STNE Position: Q2 2020 in Review

TrueWealth LLC increased its StoneCo (STNE) stake by 162% in Q2 2020, buying an estimated $48.7K and bringing the position to 2,700 shares worth $105K. The position accounts for 0.04% of the portfolio, ranked #199.

TrueWealth LLC first reported a position in STNE in Q1 2020 and has held it in 2 quarters since. 231 funds tracked by Wall St. Rank hold STNE as of Q2 2020.

  • TrueWealth LLC held 2,700 shares of StoneCo worth $105K as of Q2 2020.
  • TrueWealth LLC bought 1,670 StoneCo shares in Q2 2020, an estimated $48.7K.
  • StoneCo made up 0.04% of TrueWealth LLC's portfolio in Q2 2020, its #199 holding.
  • TrueWealth LLC first reported a position in StoneCo in Q1 2020 and has held it in 2 quarters since.
  • 231 funds tracked by Wall St. Rank held StoneCo as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.