Red Door Wealth Management’s Constellation Brands STZ Stock Holding History

Red Door 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 Q3	–	Sell	-104	Closed	-$18K	–	373
2020 Q2	$18K	Hold	104	–	–	0.01%	257
2020 Q1	$14K	Buy	+104	New	+$18.4K	0.01%	262

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Red Door Wealth Management's STZ Position: Q3 2020 in Review

Red Door Wealth Management sold out of Constellation Brands (STZ) in Q3 2020, closing a stake of 104 shares — an estimated $18K sold.

Red Door Wealth Management first reported a position in STZ in Q1 2020 and held it in 2 quarters. The position peaked at $18K in Q2 2020. 1,046 funds tracked by Wall St. Rank hold STZ as of Q3 2020.

Red Door Wealth Management reported no remaining Constellation Brands position as of Q3 2020 after selling out during the quarter.
Red Door Wealth Management sold 104 Constellation Brands shares in Q3 2020, an estimated $18K.
Red Door Wealth Management first reported a position in Constellation Brands in Q1 2020 and held it in 2 quarters.
Red Door Wealth Management's Constellation Brands position peaked at $18K in Q2 2020.
1,046 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2020.

Based on Red Door Wealth Management's 13F filing for Q3 2020, filed 14 Oct 2020.