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Wipfli Financial Advisors’s StoneCo STNE Stock Holding History

Wipfli 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
2022
Q3 		$15K Buy
+1,525
New +$14.6K ﹤0.01% 1698

Other funds holding STNE

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
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
KM
Kora Management Brooklyn, New York $702M AUM 17.03% 1-Year Est. Return
TI
Truxt Investmentos Rio De Janeiro, Brazil $156M AUM

Wipfli Financial Advisors's STNE Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in StoneCo (STNE) in Q3 2022: 1,525 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #1698 among its holdings.

253 funds tracked by Wall St. Rank hold STNE as of Q3 2022.

  • Wipfli Financial Advisors held 1,525 shares of StoneCo worth $15K as of Q3 2022.
  • StoneCo was a new Wipfli Financial Advisors position in Q3 2022.
  • StoneCo made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1698 holding.
  • 253 funds tracked by Wall St. Rank held StoneCo as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.