Stoneco shares owned by Creative Planning
Historical chart of Creative Planning investment in Stoneco
Tip: Access up to 7 years of quarterly data
All positions including Stoneco held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Stoneco by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $736k | 65k | 11.26 |
| 2024-06-30 | $241k | 20k | 11.99 |
| 2024-03-31 | $360k | 22k | 16.61 |
| 2023-12-31 | $383k | 21k | 18.03 |
| 2023-09-30 | $161k | 15k | 10.67 |
| 2021-06-30 | $1.9M | 29k | 67.05 |
| 2021-03-31 | $2.1M | 34k | 61.23 |
| 2020-12-31 | $1.1M | 13k | 83.90 |
| 2020-09-30 | $614k | 12k | 52.93 |
| 2020-06-30 | $630k | 16k | 38.79 |
| 2020-03-31 | $231k | 11k | 21.81 |
| 2019-12-31 | $329k | 8.3k | 39.87 |
| 2019-09-30 | $300k | 8.6k | 34.77 |