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Financial Enhancement Group’s Constellation Brands STZ Stock Holding History

Financial Enhancement 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
2020
Q4 		– Sell
-10
Closed -$2K – 315
2020
Q3 		$2K Buy
+10
New +$1.82K ﹤0.01% 227
2018
Q3 		– Sell
-1,522
Closed -$333K – 271
2018
Q2 		$333K Buy
+1,522
New +$344K 0.11% 64

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Financial Enhancement Group's STZ Position: Q4 2020 in Review

Financial Enhancement Group sold out of Constellation Brands (STZ) in Q4 2020, closing a stake of 10 shares — an estimated $2K sold.

Financial Enhancement Group first reported a position in STZ in Q2 2018 and held it in 2 quarters. The position peaked at $333K in Q2 2018. 1,132 funds tracked by Wall St. Rank hold STZ as of Q4 2020.

  • Financial Enhancement Group reported no remaining Constellation Brands position as of Q4 2020 after selling out during the quarter.
  • Financial Enhancement Group sold 10 Constellation Brands shares in Q4 2020, an estimated $2K.
  • Financial Enhancement Group first reported a position in Constellation Brands in Q2 2018 and held it in 2 quarters.
  • Financial Enhancement Group's Constellation Brands position peaked at $333K in Q2 2018.
  • 1,132 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2020.

Based on Financial Enhancement Group's 13F filing for Q4 2020, filed 10 Feb 2021.