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Biltmore Wealth Management’s Constellation Brands STZ Stock Holding History

Biltmore 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
2021
Q1 		– Sell
-1,124
Closed -$246K – 64
2020
Q4 		$246K Buy
+1,124
New +$221K 0.13% 42

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Biltmore Wealth Management's STZ Position: Q1 2021 in Review

Biltmore Wealth Management sold out of Constellation Brands (STZ) in Q1 2021, closing a stake of 1,124 shares — an estimated $246K sold.

Biltmore Wealth Management first reported a position in STZ in Q4 2020 and held it in 1 quarter. The position peaked at $246K in Q4 2020. 1,154 funds tracked by Wall St. Rank hold STZ as of Q1 2021.

  • Biltmore Wealth Management reported no remaining Constellation Brands position as of Q1 2021 after selling out during the quarter.
  • Biltmore Wealth Management sold 1,124 Constellation Brands shares in Q1 2021, an estimated $246K.
  • Biltmore Wealth Management first reported a position in Constellation Brands in Q4 2020 and held it in 1 quarter.
  • Biltmore Wealth Management's Constellation Brands position peaked at $246K in Q4 2020.
  • 1,154 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2021.

Based on Biltmore Wealth Management's 13F filing for Q1 2021, filed 29 Apr 2021.