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Crestone Asset Management’s Constellation Brands STZ Stock Holding History

Crestone Asset Management’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
2020
Q2 		– Sell
-1,525
Closed -$219K – 80
2020
Q1 		$219K Buy
+1,525
New +$269K 0.09% 56

Other funds holding STZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Crestone Asset Management's STZ Position: Q2 2020 in Review

Crestone Asset Management sold out of Constellation Brands (STZ) in Q2 2020, closing a stake of 1,525 shares — an estimated $219K sold.

Crestone Asset Management first reported a position in STZ in Q1 2020 and held it in 1 quarter. The position peaked at $219K in Q1 2020. 1,026 funds tracked by Wall St. Rank hold STZ as of Q2 2020.

  • Crestone Asset Management reported no remaining Constellation Brands position as of Q2 2020 after selling out during the quarter.
  • Crestone Asset Management sold 1,525 Constellation Brands shares in Q2 2020, an estimated $219K.
  • Crestone Asset Management first reported a position in Constellation Brands in Q1 2020 and held it in 1 quarter.
  • Crestone Asset Management's Constellation Brands position peaked at $219K in Q1 2020.
  • 1,026 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2020.

Based on Crestone Asset Management's 13F filing for Q2 2020, filed 12 Mar 2021.