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Destination Wealth Management’s Constellation Brands STZ Stock Holding History

Destination Wealth 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
2019
Q3 		– Sell
-84
Closed -$17K – 453
2019
Q2 		$17K Sell
84
-276
-77% -$53.9K ﹤0.01% 394
2019
Q1 		$63K Buy
360
+60
+20% +$10.1K ﹤0.01% 236
2018
Q4 		$48K Hold
300
– – ﹤0.01% 261
2018
Q3 		$65K Buy
+300
New +$63.8K ﹤0.01% 255
2018
Q2 		– Sell
-345
Closed -$79K – 632
2018
Q1 		$79K Buy
+345
New +$76K ﹤0.01% 211

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Capital World Investors
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Destination Wealth Management's STZ Position: Q3 2019 in Review

Destination Wealth Management sold out of Constellation Brands (STZ) in Q3 2019, closing a stake of 84 shares — an estimated $17K sold.

Destination Wealth Management first reported a position in STZ in Q1 2018 and held it in 5 quarters. The position peaked at $79K in Q1 2018. 1,027 funds tracked by Wall St. Rank hold STZ as of Q3 2019.

  • Destination Wealth Management reported no remaining Constellation Brands position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 84 Constellation Brands shares in Q3 2019, an estimated $17K.
  • Destination Wealth Management first reported a position in Constellation Brands in Q1 2018 and held it in 5 quarters.
  • Destination Wealth Management's Constellation Brands position peaked at $79K in Q1 2018.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.