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Quattro Financial Advisors’s Constellation Brands STZ Stock Holding History

Quattro Financial Advisors’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
2019
Q1 		– Sell
-11,470
Closed -$1.82M – 72
2018
Q4 		$1.82M Buy
11,470
+680
+6% +$135K 0.63% 30
2018
Q3 		$2.47M Buy
+10,790
New +$2.29M 0.9% 25

Other funds holding STZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Quattro Financial Advisors's STZ Position: Q1 2019 in Review

Quattro Financial Advisors sold out of Constellation Brands (STZ) in Q1 2019, closing a stake of 11,470 shares — an estimated $1.82M sold.

Quattro Financial Advisors first reported a position in STZ in Q3 2018 and held it in 2 quarters. The position peaked at $2.47M in Q3 2018. 1,002 funds tracked by Wall St. Rank hold STZ as of Q1 2019.

  • Quattro Financial Advisors reported no remaining Constellation Brands position as of Q1 2019 after selling out during the quarter.
  • Quattro Financial Advisors sold 11,470 Constellation Brands shares in Q1 2019, an estimated $1.82M.
  • Quattro Financial Advisors first reported a position in Constellation Brands in Q3 2018 and held it in 2 quarters.
  • Quattro Financial Advisors's Constellation Brands position peaked at $2.47M in Q3 2018.
  • 1,002 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2019.

Based on Quattro Financial Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.