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Silicon Hills Wealth Management’s Constellation Brands STZ Stock Holding History

Silicon Hills 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
Q1 		– Sell
-1
Closed -$2 – 263
2019
Q4 		$2 Buy
+1
New +$189 ﹤0.01% 277

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JP Morgan Chase
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
KCM
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Silicon Hills Wealth Management's STZ Position: Q1 2020 in Review

Silicon Hills Wealth Management sold out of Constellation Brands (STZ) in Q1 2020, closing a stake of 1 share — an estimated $2 sold.

Silicon Hills Wealth Management first reported a position in STZ in Q4 2019 and held it in 1 quarter. The position peaked at $2 in Q4 2019. 959 funds tracked by Wall St. Rank hold STZ as of Q1 2020.

  • Silicon Hills Wealth Management reported no remaining Constellation Brands position as of Q1 2020 after selling out during the quarter.
  • Silicon Hills Wealth Management sold 1 Constellation Brands share in Q1 2020, an estimated $2.
  • Silicon Hills Wealth Management first reported a position in Constellation Brands in Q4 2019 and held it in 1 quarter.
  • Silicon Hills Wealth Management's Constellation Brands position peaked at $2 in Q4 2019.
  • 959 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2020.

Based on Silicon Hills Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.