Valeo Financial Advisors’s StoneCo STNE Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-755	Closed	-$46K	–	1659
2021 Q1	$46K	Buy	755 +5	+0.7%	+$390	﹤0.01%	907
2020 Q4	$63K	Buy	750 +718	+2,244%	+$48.1K	﹤0.01%	702
2020 Q3	$2K	Sell	32 -277	-90%	-$13.2K	﹤0.01%	1432
2020 Q2	$12K	Buy	309 +32	+12%	+$933	﹤0.01%	1238
2020 Q1	$7K	Buy	+277	New	+$10.6K	﹤0.01%	1225

Other funds holding STNE

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TCM

Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return

Truxt Investmentos Rio De Janeiro, Brazil $156M AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Valeo Financial Advisors's STNE Position: Q2 2021 in Review

Valeo Financial Advisors sold out of StoneCo (STNE) in Q2 2021, closing a stake of 755 shares — an estimated $46K sold.

Valeo Financial Advisors first reported a position in STNE in Q1 2020 and held it in 5 quarters. The position peaked at $63K in Q4 2020. 347 funds tracked by Wall St. Rank hold STNE as of Q2 2021.

Valeo Financial Advisors reported no remaining StoneCo position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 755 StoneCo shares in Q2 2021, an estimated $46K.
Valeo Financial Advisors first reported a position in StoneCo in Q1 2020 and held it in 5 quarters.
Valeo Financial Advisors's StoneCo position peaked at $63K in Q4 2020.
347 funds tracked by Wall St. Rank held StoneCo as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.