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Safeguard Investment Advisory Group’s Constellation Brands STZ Stock Holding History

Safeguard Investment Advisory Group’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
-154
Closed -$33K – 632
2020
Q4 		$33K Buy
+154
New +$30.3K 0.03% 248

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

Safeguard Investment Advisory Group's STZ Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Constellation Brands (STZ) in Q1 2021, closing a stake of 154 shares — an estimated $33K sold.

Safeguard Investment Advisory Group first reported a position in STZ in Q4 2020 and held it in 1 quarter. The position peaked at $33K in Q4 2020. 1,154 funds tracked by Wall St. Rank hold STZ as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Constellation Brands position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 154 Constellation Brands shares in Q1 2021, an estimated $33K.
  • Safeguard Investment Advisory Group first reported a position in Constellation Brands in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Constellation Brands position peaked at $33K in Q4 2020.
  • 1,154 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.