Burt Wealth Advisors’s Constellation Brands STZ Stock Holding History

Burt 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
2020 Q1	–	Sell	-400	Closed	-$76K	–	428
2019 Q4	$76K	Hold	400	–	–	0.03%	145
2019 Q3	$83K	Hold	400	–	–	0.03%	137
2019 Q2	$79K	Hold	400	–	–	0.03%	141
2019 Q1	$70K	Hold	400	–	–	0.03%	147
2018 Q4	$64K	Sell	400 -40	-9%	-$7.95K	0.03%	156
2018 Q3	$95K	Hold	440	–	–	0.04%	141
2018 Q2	$96K	Hold	440	–	–	0.05%	132
2018 Q1	$100K	Hold	440	–	–	0.05%	123
2017 Q4	$101K	Hold	440	–	–	0.06%	125
2017 Q3	$88K	Hold	440	–	–	0.06%	133
2017 Q2	$85K	Hold	440	–	–	0.06%	131
2017 Q1	$71K	Hold	440	–	–	0.05%	136
2016 Q4	$67K	Sell	440 -60	-12%	-$9.53K	0.06%	144
2016 Q3	$83K	Hold	500	–	–	0.09%	118
2016 Q2	$8K	Sell	500 -16	-3%	-$2.5K	0.01%	288
2016 Q1	$78K	Buy	516 +16	+3%	+$2.31K	0.07%	130
2015 Q4	$71K	Hold	500	–	–	0.06%	126
2015 Q3	$62K	Hold	500	–	–	0.08%	121
2015 Q2	$58K	Hold	500	–	–	0.06%	140
2015 Q1	$58K	Hold	500	–	–	0.06%	129
2014 Q4	$49K	Buy	+500	New	+$45.8K	0.05%	142

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

Burt Wealth Advisors's STZ Position: Q1 2020 in Review

Burt Wealth Advisors sold out of Constellation Brands (STZ) in Q1 2020, closing a stake of 400 shares — an estimated $76K sold.

Burt Wealth Advisors first reported a position in STZ in Q4 2014 and held it in 21 quarters. The position peaked at $101K in Q4 2017. 959 funds tracked by Wall St. Rank hold STZ as of Q1 2020.

Burt Wealth Advisors reported no remaining Constellation Brands position as of Q1 2020 after selling out during the quarter.
Burt Wealth Advisors sold 400 Constellation Brands shares in Q1 2020, an estimated $76K.
Burt Wealth Advisors first reported a position in Constellation Brands in Q4 2014 and held it in 21 quarters.
Burt Wealth Advisors's Constellation Brands position peaked at $101K in Q4 2017.
959 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2020.

Based on Burt Wealth Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.