Icon Wealth Partners’s Constellation Brands STZ Stock Holding History

Icon Wealth Partners’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
2019 Q2	–	Sell	-89	Closed	-$16K	–	686
2019 Q1	$16K	Buy	+89	New	+$15K	0.01%	606
2018 Q3	–	Sell	-367	Closed	-$80K	–	665
2018 Q2	$80K	Buy	+367	New	+$82.9K	0.03%	284
2018 Q1	–	Sell	-133	Closed	-$30K	–	661
2017 Q4	$30K	Buy	+133	New	+$28.7K	0.01%	530

Other funds holding STZ

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

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

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

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

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

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

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Icon Wealth Partners's STZ Position: Q2 2019 in Review

Icon Wealth Partners sold out of Constellation Brands (STZ) in Q2 2019, closing a stake of 89 shares — an estimated $16K sold.

Icon Wealth Partners first reported a position in STZ in Q4 2017 and held it in 3 quarters. The position peaked at $80K in Q2 2018. 1,019 funds tracked by Wall St. Rank hold STZ as of Q2 2019.

Icon Wealth Partners reported no remaining Constellation Brands position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 89 Constellation Brands shares in Q2 2019, an estimated $16K.
Icon Wealth Partners first reported a position in Constellation Brands in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's Constellation Brands position peaked at $80K in Q2 2018.
1,019 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.