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PRW Wealth Management’s Constellation Brands STZ Stock Holding History

PRW 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
2021
Q3 		– Sell
-1,655
Closed -$387K – 262
2021
Q2 		$387K Buy
+1,655
New +$389K 0.11% 182
2019
Q2 		– Sell
-205
Closed -$37K – 586
2019
Q1 		$37K Buy
205
+178
+659% +$30K 0.03% 175
2018
Q4 		$3K Buy
+27
New +$5.37K ﹤0.01% 471

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

PRW Wealth Management's STZ Position: Q3 2021 in Review

PRW Wealth Management sold out of Constellation Brands (STZ) in Q3 2021, closing a stake of 1,655 shares — an estimated $387K sold.

PRW Wealth Management first reported a position in STZ in Q4 2018 and held it in 3 quarters. The position peaked at $387K in Q2 2021. 1,127 funds tracked by Wall St. Rank hold STZ as of Q3 2021.

  • PRW Wealth Management reported no remaining Constellation Brands position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 1,655 Constellation Brands shares in Q3 2021, an estimated $387K.
  • PRW Wealth Management first reported a position in Constellation Brands in Q4 2018 and held it in 3 quarters.
  • PRW Wealth Management's Constellation Brands position peaked at $387K in Q2 2021.
  • 1,127 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.