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Paulson Wealth Management’s Constellation Brands STZ Stock Holding History

Paulson 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
2018
Q1 		– Sell
-100
Closed -$23K – 468
2017
Q4 		$23K Buy
+100
New +$21.6K 0.02% 270

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Paulson Wealth Management's STZ Position: Q1 2018 in Review

Paulson Wealth Management sold out of Constellation Brands (STZ) in Q1 2018, closing a stake of 100 shares — an estimated $23K sold.

Paulson Wealth Management first reported a position in STZ in Q4 2017 and held it in 1 quarter. The position peaked at $23K in Q4 2017. 922 funds tracked by Wall St. Rank hold STZ as of Q1 2018.

  • Paulson Wealth Management reported no remaining Constellation Brands position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 100 Constellation Brands shares in Q1 2018, an estimated $23K.
  • Paulson Wealth Management first reported a position in Constellation Brands in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's Constellation Brands position peaked at $23K in Q4 2017.
  • 922 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.