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Hoover Financial Advisors’s Constellation Brands STZ Stock Holding History

Hoover Financial 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
2021
Q2 		$7K Hold
32
– – ﹤0.01% 517
2021
Q1 		$7K Hold
32
– – ﹤0.01% 471
2020
Q4 		$7K Buy
+32
New +$6.29K ﹤0.01% 441
2020
Q3 		– Sell
-10
Closed -$2K – 432
2020
Q2 		$2K Buy
+10
New +$1.67K ﹤0.01% 453

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

Hoover Financial Advisors's STZ Position: Q2 2021 in Review

Hoover Financial Advisors held its Constellation Brands (STZ) position steady in Q2 2021 at 32 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Hoover Financial Advisors first reported a position in STZ in Q2 2020 and has held it in 4 quarters since. 1,151 funds tracked by Wall St. Rank hold STZ as of Q2 2021.

  • Hoover Financial Advisors held 32 shares of Constellation Brands worth $7K as of Q2 2021.
  • Hoover Financial Advisors left its Constellation Brands share count unchanged in Q2 2021.
  • Constellation Brands made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #517 holding.
  • Hoover Financial Advisors first reported a position in Constellation Brands in Q2 2020 and has held it in 4 quarters since.
  • 1,151 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.