Financial Engines Advisors
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Financial Engines Advisors’s Constellation Brands STZ Stock Holding History

Financial Engines 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
2020
Q3 		– Sell
-2,289
Closed -$400K – 255
2020
Q2 		$400K Buy
+2,289
New +$381K ﹤0.01% 145

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BlackRock
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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Financial Engines Advisors's STZ Position: Q3 2020 in Review

Financial Engines Advisors sold out of Constellation Brands (STZ) in Q3 2020, closing a stake of 2,289 shares — an estimated $400K sold.

Financial Engines Advisors first reported a position in STZ in Q2 2020 and held it in 1 quarter. The position peaked at $400K in Q2 2020. 1,046 funds tracked by Wall St. Rank hold STZ as of Q3 2020.

  • Financial Engines Advisors reported no remaining Constellation Brands position as of Q3 2020 after selling out during the quarter.
  • Financial Engines Advisors sold 2,289 Constellation Brands shares in Q3 2020, an estimated $400K.
  • Financial Engines Advisors first reported a position in Constellation Brands in Q2 2020 and held it in 1 quarter.
  • Financial Engines Advisors's Constellation Brands position peaked at $400K in Q2 2020.
  • 1,046 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2020.

Based on Financial Engines Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.