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Tyler-Stone Wealth Management’s StoneCo STNE Stock Holding History

Tyler-Stone 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
2024
Q3 		– Sell
-200
Closed -$2.4K – 866
2024
Q2 		$2.4K Hold
200
– – ﹤0.01% 835
2024
Q1 		$3.32K Buy
+200
New +$3.43K ﹤0.01% 796

Other funds holding STNE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Tyler-Stone Wealth Management's STNE Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of StoneCo (STNE) in Q3 2024, closing a stake of 200 shares — an estimated $2.4K sold.

Tyler-Stone Wealth Management first reported a position in STNE in Q1 2024 and held it in 2 quarters. The position peaked at $3.32K in Q1 2024. 284 funds tracked by Wall St. Rank hold STNE as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining StoneCo position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 200 StoneCo shares in Q3 2024, an estimated $2.4K.
  • Tyler-Stone Wealth Management first reported a position in StoneCo in Q1 2024 and held it in 2 quarters.
  • Tyler-Stone Wealth Management's StoneCo position peaked at $3.32K in Q1 2024.
  • 284 funds tracked by Wall St. Rank held StoneCo as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.