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Regent Peak Wealth Advisors’s Constellation Brands STZ Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-341
Closed -$75K – 869
2020
Q4 		$75K Buy
+341
New +$67K 0.03% 251

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Regent Peak Wealth Advisors's STZ Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Constellation Brands (STZ) in Q1 2021, closing a stake of 341 shares — an estimated $75K sold.

Regent Peak Wealth Advisors first reported a position in STZ in Q4 2020 and held it in 1 quarter. The position peaked at $75K in Q4 2020. 1,154 funds tracked by Wall St. Rank hold STZ as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Constellation Brands position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 341 Constellation Brands shares in Q1 2021, an estimated $75K.
  • Regent Peak Wealth Advisors first reported a position in Constellation Brands in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Constellation Brands position peaked at $75K in Q4 2020.
  • 1,154 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.