Acima Private Wealth’s Constellation Brands STZ Stock Holding History

Acima Private Wealth’s Portfolio STZ Stock Details STZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-27	Closed	-$6K	–	237
2020 Q4	$6K	Hold	27	–	–	﹤0.01%	215
2020 Q3	$5K	Hold	27	–	–	﹤0.01%	205
2020 Q2	$5K	Hold	27	–	–	﹤0.01%	226
2020 Q1	$4K	Hold	27	–	–	﹤0.01%	243
2019 Q4	$5K	Hold	27	–	–	﹤0.01%	266
2019 Q3	$5K	Hold	27	–	–	﹤0.01%	244
2019 Q2	$5K	Hold	27	–	–	﹤0.01%	220
2019 Q1	$5K	Sell	27 -273	-91%	-$46K	﹤0.01%	220
2018 Q4	$48K	Buy	+300	New	+$59.6K	0.05%	164

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Acima Private Wealth's STZ Position: Q1 2021 in Review

Acima Private Wealth sold out of Constellation Brands (STZ) in Q1 2021, closing a stake of 27 shares — an estimated $6K sold.

Acima Private Wealth first reported a position in STZ in Q4 2018 and held it in 9 quarters. The position peaked at $48K in Q4 2018. 1,154 funds tracked by Wall St. Rank hold STZ as of Q1 2021.

Acima Private Wealth reported no remaining Constellation Brands position as of Q1 2021 after selling out during the quarter.
Acima Private Wealth sold 27 Constellation Brands shares in Q1 2021, an estimated $6K.
Acima Private Wealth first reported a position in Constellation Brands in Q4 2018 and held it in 9 quarters.
Acima Private Wealth's Constellation Brands position peaked at $48K in Q4 2018.
1,154 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2021.

Based on Acima Private Wealth's 13F filing for Q1 2021, filed 14 May 2021.