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

Capital Investment 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 Q2	–	Sell	-2,009	Closed	-$458K	–	804
2021 Q1	$458K	Sell	2,009 -118	-6%	-$26.6K	0.06%	262
2020 Q4	$466K	Buy	+2,127	New	+$418K	0.07%	257
2019 Q4	–	Sell	-1,875	Closed	-$389K	–	1163
2019 Q3	$389K	Sell	1,875 -350	-16%	-$70.3K	0.11%	179
2019 Q2	$448K	Sell	2,225 -164	-7%	-$32K	0.14%	156
2019 Q1	$419K	Buy	2,389 +551	+30%	+$92.8K	0.16%	131
2018 Q4	$296K	Sell	1,838 -212	-10%	-$42.1K	0.13%	148
2018 Q3	$442K	Buy	+2,050	New	+$436K	0.21%	118

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

Capital Investment Advisory Services's STZ Position: Q2 2021 in Review

Capital Investment Advisory Services sold out of Constellation Brands (STZ) in Q2 2021, closing a stake of 2,009 shares — an estimated $458K sold.

Capital Investment Advisory Services first reported a position in STZ in Q3 2018 and held it in 7 quarters. The position peaked at $466K in Q4 2020. 1,151 funds tracked by Wall St. Rank hold STZ as of Q2 2021.

Capital Investment Advisory Services reported no remaining Constellation Brands position as of Q2 2021 after selling out during the quarter.
Capital Investment Advisory Services sold 2,009 Constellation Brands shares in Q2 2021, an estimated $458K.
Capital Investment Advisory Services first reported a position in Constellation Brands in Q3 2018 and held it in 7 quarters.
Capital Investment Advisory Services's Constellation Brands position peaked at $466K in Q4 2020.
1,151 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2021.

Based on Capital Investment Advisory Services's 13F filing for Q2 2021, filed 27 Jul 2021.