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Stuart Chaussee & Associates’s Constellation Brands STZ Stock Holding History

Stuart Chaussee & Associates’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
Q2 		– Sell
-26
Closed -$6K – 230
2021
Q1 		$6K Buy
+26
New +$5.86K ﹤0.01% 158

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stuart Chaussee & Associates's STZ Position: Q2 2021 in Review

Stuart Chaussee & Associates sold out of Constellation Brands (STZ) in Q2 2021, closing a stake of 26 shares — an estimated $6K sold.

Stuart Chaussee & Associates first reported a position in STZ in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 1,151 funds tracked by Wall St. Rank hold STZ as of Q2 2021.

  • Stuart Chaussee & Associates reported no remaining Constellation Brands position as of Q2 2021 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 26 Constellation Brands shares in Q2 2021, an estimated $6K.
  • Stuart Chaussee & Associates first reported a position in Constellation Brands in Q1 2021 and held it in 1 quarter.
  • Stuart Chaussee & Associates's Constellation Brands position peaked at $6K in Q1 2021.
  • 1,151 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2021.

Based on Stuart Chaussee & Associates's 13F filing for Q2 2021, filed 6 Aug 2021.