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Venturi Wealth Management’s StoneCo STNE Stock Holding History

Venturi 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
Q4 		– Sell
-246
Closed -$2.77K – 2048
2024
Q3 		$2.77K Buy
+246
New +$3.14K ﹤0.01% 1614
2024
Q1 		– Sell
-144
Closed -$2.6K – 1440
2023
Q4 		$2.6K Buy
+144
New +$1.89K ﹤0.01% 1155

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Venturi Wealth Management's STNE Position: Q4 2024 in Review

Venturi Wealth Management sold out of StoneCo (STNE) in Q4 2024, closing a stake of 246 shares — an estimated $2.77K sold.

Venturi Wealth Management first reported a position in STNE in Q4 2023 and held it in 2 quarters. The position peaked at $2.77K in Q3 2024. 273 funds tracked by Wall St. Rank hold STNE as of Q4 2024.

  • Venturi Wealth Management reported no remaining StoneCo position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 246 StoneCo shares in Q4 2024, an estimated $2.77K.
  • Venturi Wealth Management first reported a position in StoneCo in Q4 2023 and held it in 2 quarters.
  • Venturi Wealth Management's StoneCo position peaked at $2.77K in Q3 2024.
  • 273 funds tracked by Wall St. Rank held StoneCo as of Q4 2024.

Based on Venturi Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.