Lowe Wealth Advisors’s Constellation Brands STZ Stock Holding History

Lowe Wealth 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
2020 Q2	–	Sell	-300	Closed	-$43K	–	312
2020 Q1	$43K	Hold	300	–	–	0.03%	66
2019 Q4	$57K	Hold	300	–	–	0.03%	62
2019 Q3	$62K	Hold	300	–	–	0.04%	52
2019 Q2	$59K	Hold	300	–	–	0.04%	55
2019 Q1	$52K	Hold	300	–	–	0.03%	58
2018 Q4	$48K	Hold	300	–	–	0.03%	56
2018 Q3	$65K	Hold	300	–	–	0.04%	53
2018 Q2	$66K	Hold	300	–	–	0.04%	50
2018 Q1	$68K	Hold	300	–	–	0.04%	50
2017 Q4	$69K	Hold	300	–	–	0.04%	53
2017 Q3	$60K	Hold	300	–	–	0.04%	57
2017 Q2	$58K	Hold	300	–	–	0.04%	58
2017 Q1	$49K	Hold	300	–	–	0.03%	61
2016 Q4	$46K	Hold	300	–	–	0.03%	62
2016 Q3	$50K	Hold	300	–	–	0.03%	60
2016 Q2	$50K	Hold	300	–	–	0.03%	57
2016 Q1	$45K	Hold	300	–	–	0.03%	58
2015 Q4	$43K	Hold	300	–	–	0.03%	58
2015 Q3	$38K	Hold	300	–	–	0.03%	61
2015 Q2	$35K	Hold	300	–	–	0.02%	81
2015 Q1	$35K	Hold	300	–	–	0.02%	79
2014 Q4	$29K	Buy	+300	New	+$27.5K	0.02%	86

Other funds holding STZ

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

KCM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lowe Wealth Advisors's STZ Position: Q2 2020 in Review

Lowe Wealth Advisors sold out of Constellation Brands (STZ) in Q2 2020, closing a stake of 300 shares — an estimated $43K sold.

Lowe Wealth Advisors first reported a position in STZ in Q4 2014 and held it in 22 quarters. The position peaked at $69K in Q4 2017. 1,026 funds tracked by Wall St. Rank hold STZ as of Q2 2020.

Lowe Wealth Advisors reported no remaining Constellation Brands position as of Q2 2020 after selling out during the quarter.
Lowe Wealth Advisors sold 300 Constellation Brands shares in Q2 2020, an estimated $43K.
Lowe Wealth Advisors first reported a position in Constellation Brands in Q4 2014 and held it in 22 quarters.
Lowe Wealth Advisors's Constellation Brands position peaked at $69K in Q4 2017.
1,026 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2020.

Based on Lowe Wealth Advisors's 13F filing for Q2 2020, filed 8 Jul 2020.