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Price Wealth’s Constellation Brands STZ Stock Holding History

Price Wealth’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
Q3 		$2K Hold
12
– – ﹤0.01% 392
2020
Q2 		$2K Buy
+12
New +$2K ﹤0.01% 313
2018
Q3 		– Sell
-122
Closed -$27K – 402
2018
Q2 		$27K Buy
122
+68
+126% +$15.4K 0.01% 167
2018
Q1 		$12K Sell
54
-54
-50% -$11.9K 0.01% 149
2017
Q4 		$24K Buy
+108
New +$23.3K 0.02% 100

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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

Price Wealth's STZ Position: Q3 2020 in Review

Price Wealth held its Constellation Brands (STZ) position steady in Q3 2020 at 12 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Price Wealth first reported a position in STZ in Q4 2017 and has held it in 5 quarters since. The position peaked at $27K in Q2 2018. 1,046 funds tracked by Wall St. Rank hold STZ as of Q3 2020.

  • Price Wealth held 12 shares of Constellation Brands worth $2K as of Q3 2020.
  • Price Wealth left its Constellation Brands share count unchanged in Q3 2020.
  • Constellation Brands made up ﹤0.01% of Price Wealth's portfolio in Q3 2020, its #392 holding.
  • Price Wealth first reported a position in Constellation Brands in Q4 2017 and has held it in 5 quarters since.
  • Price Wealth's Constellation Brands position peaked at $27K in Q2 2018.
  • 1,046 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.