Private Wealth Advisors (Pennsylvania)’s Constellation Brands STZ Stock Holding History

Private Wealth Advisors (Pennsylvania)’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	$342K	Sell	1,562 -210	-12%	-$41.3K	0.19%	87
2020 Q3	$336K	Hold	1,772	–	–	0.22%	79
2020 Q2	$310K	Sell	1,772 -245	-12%	-$40.8K	0.21%	77
2020 Q1	$326K	Buy	2,017 +845	+72%	+$149K	0.25%	71
2019 Q4	$226K	Sell	1,172 -114	-9%	-$21.5K	0.12%	118
2019 Q3	$267K	Hold	1,286	–	–	0.14%	119
2019 Q2	$253K	Buy	+1,286	New	+$251K	0.09%	129

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Private Wealth Advisors (Pennsylvania)'s STZ Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) reduced its Constellation Brands (STZ) stake by 12% in Q4 2020, selling an estimated $41.3K and leaving 1,562 shares worth $342K. The position accounts for 0.19% of the portfolio, ranked #87.

Private Wealth Advisors (Pennsylvania) first reported a position in STZ in Q2 2019 and has held it in 7 quarters since. 1,132 funds tracked by Wall St. Rank hold STZ as of Q4 2020.

Private Wealth Advisors (Pennsylvania) held 1,562 shares of Constellation Brands worth $342K as of Q4 2020.
Private Wealth Advisors (Pennsylvania) sold 210 Constellation Brands shares in Q4 2020, an estimated $41.3K.
Constellation Brands made up 0.19% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #87 holding.
Private Wealth Advisors (Pennsylvania) first reported a position in Constellation Brands in Q2 2019 and has held it in 7 quarters since.
1,132 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.