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Waldron Private Wealth’s StoneCo STNE Stock Holding History

Waldron Private Wealth’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
-859
Closed -$9.67K – 483
2024
Q3 		$9.67K Buy
+859
New +$11K ﹤0.01% 479

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

Waldron Private Wealth's STNE Position: Q4 2024 in Review

Waldron Private Wealth sold out of StoneCo (STNE) in Q4 2024, closing a stake of 859 shares — an estimated $9.67K sold.

Waldron Private Wealth first reported a position in STNE in Q3 2024 and held it in 1 quarter. The position peaked at $9.67K in Q3 2024. 273 funds tracked by Wall St. Rank hold STNE as of Q4 2024.

  • Waldron Private Wealth reported no remaining StoneCo position as of Q4 2024 after selling out during the quarter.
  • Waldron Private Wealth sold 859 StoneCo shares in Q4 2024, an estimated $9.67K.
  • Waldron Private Wealth first reported a position in StoneCo in Q3 2024 and held it in 1 quarter.
  • Waldron Private Wealth's StoneCo position peaked at $9.67K in Q3 2024.
  • 273 funds tracked by Wall St. Rank held StoneCo as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.