Taylor Hoffman Wealth Management’s Constellation Brands STZ Stock Holding History

Taylor Hoffman 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 Q3	–	Sell	-34	Closed	-$6K	–	324
2020 Q2	$6K	Buy	+34	New	+$5.66K	﹤0.01%	319
2020 Q1	–	Sell	-34	Closed	-$6K	–	339
2019 Q4	$6K	Hold	34	–	–	﹤0.01%	347
2019 Q3	$7K	Hold	34	–	–	0.01%	331
2019 Q2	$7K	Hold	34	–	–	0.01%	317
2019 Q1	$6K	Hold	34	–	–	﹤0.01%	320
2018 Q4	$5K	Hold	34	–	–	﹤0.01%	326
2018 Q3	$7K	Hold	34	–	–	0.01%	304
2018 Q2	$7K	Hold	34	–	–	0.01%	284
2018 Q1	$8K	Hold	34	–	–	0.01%	290
2017 Q4	$8K	Buy	+34	New	+$7.35K	0.01%	304

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Taylor Hoffman Wealth Management's STZ Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Constellation Brands (STZ) in Q3 2020, closing a stake of 34 shares — an estimated $6K sold.

Taylor Hoffman Wealth Management first reported a position in STZ in Q4 2017 and held it in 10 quarters. The position peaked at $8K in Q1 2018. 1,046 funds tracked by Wall St. Rank hold STZ as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Constellation Brands position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 34 Constellation Brands shares in Q3 2020, an estimated $6K.
Taylor Hoffman Wealth Management first reported a position in Constellation Brands in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's Constellation Brands position peaked at $8K in Q1 2018.
1,046 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.