U.S. Capital Wealth Advisors’s StoneCo STNE Stock Holding History

U.S. Capital 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
2023 Q1	–	Sell	-5,900	Closed	-$55.7K	–	1420
2022 Q4	$55.7K	Buy	+5,900	New	+$61.8K	﹤0.01%	855
2022 Q1	–	Sell	-13,200	Closed	-$223K	–	754
2021 Q4	$223K	Buy	+13,200	New	+$335K	0.01%	666

Other funds holding STNE

Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return

U.S. Capital Wealth Advisors's STNE Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of StoneCo (STNE) in Q1 2023, closing a stake of 5,900 shares — an estimated $55.7K sold.

U.S. Capital Wealth Advisors first reported a position in STNE in Q4 2021 and held it in 2 quarters. The position peaked at $223K in Q4 2021. 241 funds tracked by Wall St. Rank hold STNE as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining StoneCo position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 5,900 StoneCo shares in Q1 2023, an estimated $55.7K.
U.S. Capital Wealth Advisors first reported a position in StoneCo in Q4 2021 and held it in 2 quarters.
U.S. Capital Wealth Advisors's StoneCo position peaked at $223K in Q4 2021.
241 funds tracked by Wall St. Rank held StoneCo as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.