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Lucia Wealth Services’s Constellation Brands STZ Stock Holding History

Lucia Wealth Services’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
2018
Q4 		– Sell
-946
Closed -$204K – 217
2018
Q3 		$204K Buy
+946
New +$201K 0.06% 147

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

Lucia Wealth Services's STZ Position: Q4 2018 in Review

Lucia Wealth Services sold out of Constellation Brands (STZ) in Q4 2018, closing a stake of 946 shares — an estimated $204K sold.

Lucia Wealth Services first reported a position in STZ in Q3 2018 and held it in 1 quarter. The position peaked at $204K in Q3 2018. 950 funds tracked by Wall St. Rank hold STZ as of Q4 2018.

  • Lucia Wealth Services reported no remaining Constellation Brands position as of Q4 2018 after selling out during the quarter.
  • Lucia Wealth Services sold 946 Constellation Brands shares in Q4 2018, an estimated $204K.
  • Lucia Wealth Services first reported a position in Constellation Brands in Q3 2018 and held it in 1 quarter.
  • Lucia Wealth Services's Constellation Brands position peaked at $204K in Q3 2018.
  • 950 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2018.

Based on Lucia Wealth Services's 13F filing for Q4 2018, filed 13 Feb 2019.