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Institute for Wealth Management’s Constellation Brands STZ Stock Holding History

Institute for 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
2019
Q3 		– Sell
-1,211
Closed -$238K – 466
2019
Q2 		$238K Buy
+1,211
New +$236K 0.05% 401
2017
Q3 		– Sell
-1,203
Closed -$233K – 375
2017
Q2 		$233K Buy
+1,203
New +$214K 0.06% 348

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Institute for Wealth Management's STZ Position: Q3 2019 in Review

Institute for Wealth Management sold out of Constellation Brands (STZ) in Q3 2019, closing a stake of 1,211 shares — an estimated $238K sold.

Institute for Wealth Management first reported a position in STZ in Q2 2017 and held it in 2 quarters. The position peaked at $238K in Q2 2019. 1,027 funds tracked by Wall St. Rank hold STZ as of Q3 2019.

  • Institute for Wealth Management reported no remaining Constellation Brands position as of Q3 2019 after selling out during the quarter.
  • Institute for Wealth Management sold 1,211 Constellation Brands shares in Q3 2019, an estimated $238K.
  • Institute for Wealth Management first reported a position in Constellation Brands in Q2 2017 and held it in 2 quarters.
  • Institute for Wealth Management's Constellation Brands position peaked at $238K in Q2 2019.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2019.

Based on Institute for Wealth Management's 13F filing for Q3 2019, filed 28 Oct 2019.