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Alterna Wealth Management’s Constellation Brands STZ Stock Holding History

Alterna Wealth Management’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
2019
Q1 		– Sell
-1,450
Closed -$281K – 302
2018
Q4 		$281K Buy
+1,450
New +$288K 0.05% 270

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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Alterna Wealth Management's STZ Position: Q1 2019 in Review

Alterna Wealth Management sold out of Constellation Brands (STZ) in Q1 2019, closing a stake of 1,450 shares — an estimated $281K sold.

Alterna Wealth Management first reported a position in STZ in Q4 2018 and held it in 1 quarter. The position peaked at $281K in Q4 2018. 1,002 funds tracked by Wall St. Rank hold STZ as of Q1 2019.

  • Alterna Wealth Management reported no remaining Constellation Brands position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 1,450 Constellation Brands shares in Q1 2019, an estimated $281K.
  • Alterna Wealth Management first reported a position in Constellation Brands in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Constellation Brands position peaked at $281K in Q4 2018.
  • 1,002 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.