Ownership history in Advisory Services Network, LLC Β· 18 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in STONECO LTD (STNE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Advisory Services Network, LLC outperformed the S&P 500 by +21.6% annually on this STNE position. Timing score: 69% (9/13 decisions correct). Average cost basis: $24.49. Maximum drawdown during holding period: β90.5%.
π₯ Exceptional β beat the S&P 500 by 21.6% per year on this position.
16 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
9 of 13 add/trim decisions correct
Best entry: $7.97 (2024 Q4) Β· Worst: $61.22 (2021 Q1)
πͺ Held through 2 major drawdowns (>20%).
7 adds Β· 8 trims. Bought during 5 of 8 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size