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Sound View Wealth Advisors’s Constellation Brands STZ Stock Holding History

Sound View 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
2019
Q1 		$304K Buy
1,732
+168
+11% +$28.3K 0.1% 185
2018
Q4 		$251K Buy
+1,564
New +$311K 0.09% 195

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

Sound View Wealth Advisors's STZ Position: Q1 2019 in Review

Sound View Wealth Advisors increased its Constellation Brands (STZ) stake by 11% in Q1 2019, buying an estimated $28.3K and bringing the position to 1,732 shares worth $304K. The position accounts for 0.1% of the portfolio, ranked #185.

Sound View Wealth Advisors first reported a position in STZ in Q4 2018 and has held it in 2 quarters since. 1,002 funds tracked by Wall St. Rank hold STZ as of Q1 2019.

  • Sound View Wealth Advisors held 1,732 shares of Constellation Brands worth $304K as of Q1 2019.
  • Sound View Wealth Advisors bought 168 Constellation Brands shares in Q1 2019, an estimated $28.3K.
  • Constellation Brands made up 0.1% of Sound View Wealth Advisors's portfolio in Q1 2019, its #185 holding.
  • Sound View Wealth Advisors first reported a position in Constellation Brands in Q4 2018 and has held it in 2 quarters since.
  • 1,002 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.