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Point View Wealth Management’s Constellation Brands STZ Stock Holding History

Point View 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
2020
Q4 		$338K Sell
1,545
-22
-1% -$4.33K 0.14% 191
2020
Q3 		$297K Hold
1,567
– – 0.14% 195
2020
Q2 		$274K Hold
1,567
– – 0.13% 198
2020
Q1 		$225K Hold
1,567
– – 0.12% 205
2019
Q4 		$297K Hold
1,567
– – 0.12% 206
2019
Q3 		$325K Hold
1,567
– – 0.15% 185
2019
Q2 		$309K Sell
1,567
-42
-3% -$8.2K 0.13% 195
2019
Q1 		$282K Buy
1,609
+24
+2% +$4.04K 0.13% 200
2018
Q4 		$255K Sell
1,585
-57
-3% -$11.3K 0.13% 199
2018
Q3 		$354K Sell
1,642
-72
-4% -$15.3K 0.16% 174
2018
Q2 		$375K Sell
1,714
-193
-10% -$43.6K 0.17% 165
2018
Q1 		$435K Sell
1,907
-2,389
-56% -$526K 0.21% 151
2017
Q4 		$982K Sell
4,296
-70
-2% -$15.1K 0.47% 75
2017
Q3 		$871K Hold
4,366
– – 0.42% 84
2017
Q2 		$846K Hold
4,366
– – 0.42% 88
2017
Q1 		$708K Buy
4,366
+193
+5% +$30.1K 0.37% 98
2016
Q4 		$640K Sell
4,173
-41
-1% -$6.51K 0.37% 101
2016
Q3 		$702K Hold
4,214
– – 0.42% 89
2016
Q2 		$697K Sell
4,214
-21
-0.5% -$3.29K 0.42% 85
2016
Q1 		$640K Sell
4,235
-22
-0.5% -$3.18K 0.41% 87
2015
Q4 		$606K Hold
4,257
– – 0.44% 86
2015
Q3 		$533K Hold
4,257
– – 0.43% 88
2015
Q2 		$494K Hold
4,257
– – 0.38% 93
2015
Q1 		$495K Sell
4,257
-110
-3% -$12.4K 0.38% 97
2014
Q4 		$429K Sell
4,367
-152
-3% -$13.9K 0.32% 103
2014
Q3 		$394K Sell
4,519
-120
-3% -$10.4K 0.33% 111
2014
Q2 		$409K Sell
4,639
-206
-4% -$17K 0.35% 108
2014
Q1 		$412K Sell
4,845
-526
-10% -$41.8K 0.38% 90
2013
Q4 		$378K Buy
+5,371
New +$359K 0.36% 98

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Point View Wealth Management's STZ Position: Q4 2020 in Review

Point View Wealth Management reduced its Constellation Brands (STZ) stake by 1.4% in Q4 2020, selling an estimated $4.33K and leaving 1,545 shares worth $338K. The position accounts for 0.14% of the portfolio, ranked #191.

Point View Wealth Management first reported a position in STZ in Q4 2013 and has held it in 29 quarters since. The position peaked at $982K in Q4 2017. 1,133 funds tracked by Wall St. Rank hold STZ as of Q4 2020.

  • Point View Wealth Management held 1,545 shares of Constellation Brands worth $338K as of Q4 2020.
  • Point View Wealth Management sold 22 Constellation Brands shares in Q4 2020, an estimated $4.33K.
  • Constellation Brands made up 0.14% of Point View Wealth Management's portfolio in Q4 2020, its #191 holding.
  • Point View Wealth Management first reported a position in Constellation Brands in Q4 2013 and has held it in 29 quarters since.
  • Point View Wealth Management's Constellation Brands position peaked at $982K in Q4 2017.
  • 1,133 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.