Capital Asset Advisory Services’s Constellation Brands STZ Stock Holding History

Capital Asset Advisory Services’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	-198	Closed	-$43K	–	1400
2020 Q4	$43K	Buy	+198	New	+$38.9K	0.01%	658

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 Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Capital Asset Advisory Services's STZ Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Constellation Brands (STZ) in Q1 2021, closing a stake of 198 shares — an estimated $43K sold.

Capital Asset Advisory Services first reported a position in STZ in Q4 2020 and held it in 1 quarter. The position peaked at $43K in Q4 2020. 1,154 funds tracked by Wall St. Rank hold STZ as of Q1 2021.

Capital Asset Advisory Services reported no remaining Constellation Brands position as of Q1 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 198 Constellation Brands shares in Q1 2021, an estimated $43K.
Capital Asset Advisory Services first reported a position in Constellation Brands in Q4 2020 and held it in 1 quarter.
Capital Asset Advisory Services's Constellation Brands position peaked at $43K in Q4 2020.
1,154 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.