Avitas Wealth Management’s Constellation Brands STZ Stock Holding History

Avitas 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
2020 Q1	–	Sell	-18,573	Closed	-$3.52M	–	169
2019 Q4	$3.52M	Buy	18,573 +130	+0.7%	+$24.6K	0.9%	40
2019 Q3	$3.82M	Buy	18,443 +213	+1%	+$42.8K	1.06%	27
2019 Q2	$3.59M	Sell	18,230 -176	-1%	-$34.4K	1%	29
2019 Q1	$3.23M	Buy	18,406 +4,257	+30%	+$717K	0.94%	33
2018 Q4	$2.27M	Sell	14,149 -164	-1%	-$32.6K	0.75%	65
2018 Q3	$3.09M	Buy	14,313 +274	+2%	+$58.3K	0.88%	49
2018 Q2	$3.07M	Buy	+14,039	New	+$3.17M	0.96%	37

Other funds holding STZ

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

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

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

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

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

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

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

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Avitas Wealth Management's STZ Position: Q1 2020 in Review

Avitas Wealth Management sold out of Constellation Brands (STZ) in Q1 2020, closing a stake of 18,573 shares — an estimated $3.52M sold.

Avitas Wealth Management first reported a position in STZ in Q2 2018 and held it in 7 quarters. The position peaked at $3.82M in Q3 2019. 959 funds tracked by Wall St. Rank hold STZ as of Q1 2020.

Avitas Wealth Management reported no remaining Constellation Brands position as of Q1 2020 after selling out during the quarter.
Avitas Wealth Management sold 18,573 Constellation Brands shares in Q1 2020, an estimated $3.52M.
Avitas Wealth Management first reported a position in Constellation Brands in Q2 2018 and held it in 7 quarters.
Avitas Wealth Management's Constellation Brands position peaked at $3.82M in Q3 2019.
959 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2020.

Based on Avitas Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.