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Altium Wealth Management’s Constellation Brands STZ Stock Holding History

Altium 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
2018
Q4 		– Sell
-969
Closed -$209K – 296
2018
Q3 		$209K Sell
969
-51
-5% -$10.8K 0.04% 271
2018
Q2 		$223K Buy
+1,020
New +$230K 0.06% 229

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

Altium Wealth Management's STZ Position: Q4 2018 in Review

Altium Wealth Management sold out of Constellation Brands (STZ) in Q4 2018, closing a stake of 969 shares — an estimated $209K sold.

Altium Wealth Management first reported a position in STZ in Q2 2018 and held it in 2 quarters. The position peaked at $223K in Q2 2018. 950 funds tracked by Wall St. Rank hold STZ as of Q4 2018.

  • Altium Wealth Management reported no remaining Constellation Brands position as of Q4 2018 after selling out during the quarter.
  • Altium Wealth Management sold 969 Constellation Brands shares in Q4 2018, an estimated $209K.
  • Altium Wealth Management first reported a position in Constellation Brands in Q2 2018 and held it in 2 quarters.
  • Altium Wealth Management's Constellation Brands position peaked at $223K in Q2 2018.
  • 950 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2018.

Based on Altium Wealth Management's 13F filing for Q4 2018, filed 18 Jan 2019.