Atlas Private Wealth Advisors’s Constellation Brands STZ Stock Holding History

Atlas Private 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
2021 Q2	–	Sell	-8	Closed	-$2K	–	933
2021 Q1	$2K	Buy	8 +3	+60%	+$676	﹤0.01%	756
2020 Q4	$1K	Buy	+5	New	+$983	﹤0.01%	734
2020 Q3	–	Sell	-96	Closed	-$17.5K	–	726
2020 Q2	$17K	Buy	+96	New	+$16K	0.02%	344

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 World Investors Los Angeles, California $733B AUM 35.63% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atlas Private Wealth Advisors's STZ Position: Q2 2021 in Review

Atlas Private Wealth Advisors sold out of Constellation Brands (STZ) in Q2 2021, closing a stake of 8 shares — an estimated $2K sold.

Atlas Private Wealth Advisors first reported a position in STZ in Q2 2020 and held it in 3 quarters. The position peaked at $17K in Q2 2020. 1,151 funds tracked by Wall St. Rank hold STZ as of Q2 2021.

Atlas Private Wealth Advisors reported no remaining Constellation Brands position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 8 Constellation Brands shares in Q2 2021, an estimated $2K.
Atlas Private Wealth Advisors first reported a position in Constellation Brands in Q2 2020 and held it in 3 quarters.
Atlas Private Wealth Advisors's Constellation Brands position peaked at $17K in Q2 2020.
1,151 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.