FWM
STZ icon

Filbrandt Wealth Management’s Constellation Brands STZ Stock Holding History

Filbrandt 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
2021
Q2 		– Sell
-10
Closed -$2K – 195
2021
Q1 		$2K Buy
+10
New +$2.25K ﹤0.01% 159
2020
Q3 		– Sell
-200
Closed -$35K – 321
2020
Q2 		$35K Buy
+200
New +$33.3K 0.03% 146

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Filbrandt Wealth Management's STZ Position: Q2 2021 in Review

Filbrandt Wealth Management sold out of Constellation Brands (STZ) in Q2 2021, closing a stake of 10 shares — an estimated $2K sold.

Filbrandt Wealth Management first reported a position in STZ in Q2 2020 and held it in 2 quarters. The position peaked at $35K in Q2 2020. 1,151 funds tracked by Wall St. Rank hold STZ as of Q2 2021.

  • Filbrandt Wealth Management reported no remaining Constellation Brands position as of Q2 2021 after selling out during the quarter.
  • Filbrandt Wealth Management sold 10 Constellation Brands shares in Q2 2021, an estimated $2K.
  • Filbrandt Wealth Management first reported a position in Constellation Brands in Q2 2020 and held it in 2 quarters.
  • Filbrandt Wealth Management's Constellation Brands position peaked at $35K in Q2 2020.
  • 1,151 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2021.

Based on Filbrandt Wealth Management's 13F filing for Q2 2021, filed 7 Jul 2021.