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Meridian Wealth Partners’s Constellation Brands STZ Stock Holding History

Meridian 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
2021
Q2 		– Sell
-149
Closed -$33K – 1107
2021
Q1 		$33K Buy
149
+40
+37% +$9.01K 0.01% 205
2020
Q4 		$24K Buy
109
+1
+0.9% +$197 0.01% 204
2020
Q3 		$20K Buy
+108
New +$19.7K 0.01% 211
2020
Q1 		– Sell
-108
Closed -$20K – 216
2019
Q4 		$20K Buy
+108
New +$20.4K 0.01% 209

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

Meridian Wealth Partners's STZ Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Constellation Brands (STZ) in Q2 2021, closing a stake of 149 shares — an estimated $33K sold.

Meridian Wealth Partners first reported a position in STZ in Q4 2019 and held it in 4 quarters. The position peaked at $33K in Q1 2021. 1,151 funds tracked by Wall St. Rank hold STZ as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Constellation Brands position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 149 Constellation Brands shares in Q2 2021, an estimated $33K.
  • Meridian Wealth Partners first reported a position in Constellation Brands in Q4 2019 and held it in 4 quarters.
  • Meridian Wealth Partners's Constellation Brands position peaked at $33K in Q1 2021.
  • 1,151 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.