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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
2020
Q3 		– Sell
-100
Closed -$4K – 2092
2020
Q2 		$4K Sell
100
-200
-67% -$5.83K ﹤0.01% 1625
2020
Q1 		$8K Buy
+300
New +$11.4K ﹤0.01% 1177

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Wellington Management Group
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
TI
Truxt Investmentos Rio De Janeiro, Brazil $156M AUM
Artisan Partners
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.