Certified Advisory Corp’s Constellation Brands STZ Stock Holding History

Certified Advisory Corp’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	-103	Closed	-$24K	–	661
2021 Q1	$24K	Buy	+103	New	+$23.2K	0.01%	461
2020 Q2	$2K	Hold	11	–	–	﹤0.01%	708
2020 Q1	$2K	Hold	11	–	–	﹤0.01%	710
2019 Q4	$2K	Sell	11 -30	-73%	-$5.67K	﹤0.01%	742
2019 Q3	$8K	Hold	41	–	–	﹤0.01%	627
2019 Q2	$8K	Buy	41 +30	+273%	+$5.86K	﹤0.01%	624
2019 Q1	$2K	Hold	11	–	–	﹤0.01%	697
2018 Q4	$2K	Hold	11	–	–	﹤0.01%	694
2018 Q3	$2K	Hold	11	–	–	﹤0.01%	722
2018 Q2	$2K	Hold	11	–	–	﹤0.01%	710
2018 Q1	$2K	Hold	11	–	–	﹤0.01%	677
2017 Q4	$2K	Buy	+11	New	+$2.38K	﹤0.01%	649

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

Certified Advisory Corp's STZ Position: Q2 2021 in Review

Certified Advisory Corp sold out of Constellation Brands (STZ) in Q2 2021, closing a stake of 103 shares — an estimated $24K sold.

Certified Advisory Corp first reported a position in STZ in Q4 2017 and held it in 12 quarters. The position peaked at $24K in Q1 2021. 1,151 funds tracked by Wall St. Rank hold STZ as of Q2 2021.

Certified Advisory Corp reported no remaining Constellation Brands position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 103 Constellation Brands shares in Q2 2021, an estimated $24K.
Certified Advisory Corp first reported a position in Constellation Brands in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's Constellation Brands position peaked at $24K in Q1 2021.
1,151 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.