Northwest Wealth Management’s Constellation Brands STZ Stock Holding History

Northwest 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 Q2	–	Sell	-23	Closed	-$4K	–	421
2019 Q1	$4K	Hold	23	–	–	﹤0.01%	438
2018 Q4	$4K	Hold	23	–	–	﹤0.01%	418
2018 Q3	$5K	Hold	23	–	–	﹤0.01%	426
2018 Q2	$5K	Hold	23	–	–	﹤0.01%	416
2018 Q1	$5K	Buy	+23	New	+$5.07K	﹤0.01%	428

Other funds holding STZ

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwest Wealth Management's STZ Position: Q2 2019 in Review

Northwest Wealth Management sold out of Constellation Brands (STZ) in Q2 2019, closing a stake of 23 shares — an estimated $4K sold.

Northwest Wealth Management first reported a position in STZ in Q1 2018 and held it in 5 quarters. The position peaked at $5K in Q3 2018. 1,019 funds tracked by Wall St. Rank hold STZ as of Q2 2019.

Northwest Wealth Management reported no remaining Constellation Brands position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 23 Constellation Brands shares in Q2 2019, an estimated $4K.
Northwest Wealth Management first reported a position in Constellation Brands in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's Constellation Brands position peaked at $5K in Q3 2018.
1,019 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.