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WealthSource Partners’s StoneCo STNE Stock Holding History

WealthSource Partners’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
2022
Q3 		– Sell
-11,382
Closed -$88K – 549
2022
Q2 		$88K Sell
11,382
-923
-8% -$8.83K 0.01% 496
2022
Q1 		$144K Buy
12,305
+93
+0.8% +$1.22K 0.01% 554
2021
Q4 		$206K Buy
+12,212
New +$310K 0.02% 522

Other funds holding STNE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $832M AUM 5.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
KM
Kora Management Brooklyn, New York $843M AUM 11.3% 1-Year Est. Return
TI
Truxt Investmentos Rio De Janeiro, Brazil $86.6M AUM

WealthSource Partners's STNE Position: Q3 2022 in Review

WealthSource Partners sold out of StoneCo (STNE) in Q3 2022, closing a stake of 11,382 shares — an estimated $88K sold.

WealthSource Partners first reported a position in STNE in Q4 2021 and held it in 3 quarters. The position peaked at $206K in Q4 2021. 254 funds tracked by Wall St. Rank hold STNE as of Q3 2022.

  • WealthSource Partners reported no remaining StoneCo position as of Q3 2022 after selling out during the quarter.
  • WealthSource Partners sold 11,382 StoneCo shares in Q3 2022, an estimated $88K.
  • WealthSource Partners first reported a position in StoneCo in Q4 2021 and held it in 3 quarters.
  • WealthSource Partners's StoneCo position peaked at $206K in Q4 2021.
  • 254 funds tracked by Wall St. Rank held StoneCo as of Q3 2022.

Based on WealthSource Partners's 13F filing for Q3 2022, filed 15 Nov 2022.