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Founders Financial Alliance’s Constellation Brands STZ Stock Holding History

Founders Financial Alliance’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
-249
Closed -$47K – 1143
2020
Q3 		$47K Buy
+249
New +$45.4K 0.03% 391

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

Founders Financial Alliance's STZ Position: Q4 2020 in Review

Founders Financial Alliance sold out of Constellation Brands (STZ) in Q4 2020, closing a stake of 249 shares — an estimated $47K sold.

Founders Financial Alliance first reported a position in STZ in Q3 2020 and held it in 1 quarter. The position peaked at $47K in Q3 2020. 1,132 funds tracked by Wall St. Rank hold STZ as of Q4 2020.

  • Founders Financial Alliance reported no remaining Constellation Brands position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 249 Constellation Brands shares in Q4 2020, an estimated $47K.
  • Founders Financial Alliance first reported a position in Constellation Brands in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Constellation Brands position peaked at $47K in Q3 2020.
  • 1,132 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.