MPS Loria Financial Planners’s Constellation Brands STZ Stock Holding History

MPS Loria Financial Planners’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	-15	Closed	-$3K	–	500
2021 Q1	$3K	Sell	15 -25	-63%	-$5.63K	﹤0.01%	407
2020 Q4	$9K	Sell	40 -833	-95%	-$164K	﹤0.01%	312
2020 Q3	$165K	Buy	873 +4	+0.5%	+$730	0.09%	73
2020 Q2	$152K	Buy	+869	New	+$145K	0.08%	77
2017 Q3	–	Sell	-788	Closed	-$157K	–	292
2017 Q2	$157K	Buy	+788	New	+$140K	0.11%	84

Other funds holding STZ

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

MPS Loria Financial Planners's STZ Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Constellation Brands (STZ) in Q2 2021, closing a stake of 15 shares — an estimated $3K sold.

MPS Loria Financial Planners first reported a position in STZ in Q2 2017 and held it in 5 quarters. The position peaked at $165K in Q3 2020. 1,152 funds tracked by Wall St. Rank hold STZ as of Q2 2021.

MPS Loria Financial Planners reported no remaining Constellation Brands position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 15 Constellation Brands shares in Q2 2021, an estimated $3K.
MPS Loria Financial Planners first reported a position in Constellation Brands in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's Constellation Brands position peaked at $165K in Q3 2020.
1,152 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.