Compton Wealth Advisory Group’s Constellation Brands STZ Stock Holding History

Compton Wealth Advisory Group’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 Q4	–	Sell	-5,416	Closed	-$1.12M	–	67
2019 Q3	$1.12M	Buy	5,416 +1,619	+43%	+$325K	0.62%	31
2019 Q2	$748K	Buy	3,797 +30	+0.8%	+$5.86K	0.38%	43
2019 Q1	$660K	Hold	3,767	–	–	0.35%	44
2018 Q4	$606K	Buy	+3,767	New	+$749K	0.31%	43

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

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

Compton Wealth Advisory Group's STZ Position: Q4 2019 in Review

Compton Wealth Advisory Group sold out of Constellation Brands (STZ) in Q4 2019, closing a stake of 5,416 shares — an estimated $1.12M sold.

Compton Wealth Advisory Group first reported a position in STZ in Q4 2018 and held it in 4 quarters. The position peaked at $1.12M in Q3 2019. 1,053 funds tracked by Wall St. Rank hold STZ as of Q4 2019.

Compton Wealth Advisory Group reported no remaining Constellation Brands position as of Q4 2019 after selling out during the quarter.
Compton Wealth Advisory Group sold 5,416 Constellation Brands shares in Q4 2019, an estimated $1.12M.
Compton Wealth Advisory Group first reported a position in Constellation Brands in Q4 2018 and held it in 4 quarters.
Compton Wealth Advisory Group's Constellation Brands position peaked at $1.12M in Q3 2019.
1,053 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2019.

Based on Compton Wealth Advisory Group's 13F filing for Q4 2019, filed 3 Feb 2020.