Clarus Wealth Advisors’s Constellation Brands STZ Stock Holding History

Clarus 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
2019 Q3	–	Sell	-252	Closed	-$50K	–	494
2019 Q2	$50K	Buy	252 +26	+12%	+$5.08K	0.04%	266
2019 Q1	$40K	Buy	226 +1	+0.4%	+$168	0.03%	332
2018 Q4	$36K	Buy	225 +1	+0.4%	+$199	0.06%	316
2018 Q3	$48K	Sell	224 -261	-54%	-$55.5K	0.03%	305
2018 Q2	$111K	Buy	+485	New	+$110K	0.08%	185

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clarus Wealth Advisors's STZ Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Constellation Brands (STZ) in Q3 2019, closing a stake of 252 shares — an estimated $50K sold.

Clarus Wealth Advisors first reported a position in STZ in Q2 2018 and held it in 5 quarters. The position peaked at $111K in Q2 2018. 1,027 funds tracked by Wall St. Rank hold STZ as of Q3 2019.

Clarus Wealth Advisors reported no remaining Constellation Brands position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 252 Constellation Brands shares in Q3 2019, an estimated $50K.
Clarus Wealth Advisors first reported a position in Constellation Brands in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's Constellation Brands position peaked at $111K in Q2 2018.
1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.