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Acorn Wealth Advisors’s Constellation Brands STZ Stock Holding History

Acorn Wealth Advisors’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
2018
Q2 		– Sell
-15
Closed -$4K – 757
2018
Q1 		$4K Hold
15
– – ﹤0.01% 660
2017
Q4 		$3K Buy
+15
New +$3.24K ﹤0.01% 666

Other funds holding STZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Acorn Wealth Advisors's STZ Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Constellation Brands (STZ) in Q2 2018, closing a stake of 15 shares — an estimated $4K sold.

Acorn Wealth Advisors first reported a position in STZ in Q4 2017 and held it in 2 quarters. The position peaked at $4K in Q1 2018. 964 funds tracked by Wall St. Rank hold STZ as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining Constellation Brands position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 15 Constellation Brands shares in Q2 2018, an estimated $4K.
  • Acorn Wealth Advisors first reported a position in Constellation Brands in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's Constellation Brands position peaked at $4K in Q1 2018.
  • 964 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.