Harvest Group Wealth Management’s Constellation Brands STZ Stock Holding History

Harvest Group 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 Q1	–	Sell	-5	Closed	-$1K	–	628
2020 Q4	$1K	Hold	5	–	–	﹤0.01%	553
2020 Q3	$1K	Hold	5	–	–	﹤0.01%	514
2020 Q2	$0	Sell	5 -33	-87%	-$5.5K	﹤0.01%	820
2020 Q1	$5K	Sell	38 -23	-38%	-$4.06K	0.01%	263
2019 Q4	$11K	Hold	61	–	–	0.01%	234
2019 Q3	$13K	Sell	61 -34	-36%	-$6.83K	0.02%	224
2019 Q2	$18K	Hold	95	–	–	0.02%	165
2019 Q1	$17K	Buy	+95	New	+$16K	0.02%	182

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harvest Group Wealth Management's STZ Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Constellation Brands (STZ) in Q1 2021, closing a stake of 5 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in STZ in Q1 2019 and held it in 8 quarters. The position peaked at $18K in Q2 2019. 1,154 funds tracked by Wall St. Rank hold STZ as of Q1 2021.

Harvest Group Wealth Management reported no remaining Constellation Brands position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 5 Constellation Brands shares in Q1 2021, an estimated $1K.
Harvest Group Wealth Management first reported a position in Constellation Brands in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Constellation Brands position peaked at $18K in Q2 2019.
1,154 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.