Tower View Wealth Management’s Constellation Brands STZ Stock Holding History

Tower View 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	-11,719	Closed	-$2.22M	–	136
2019 Q4	$2.22M	Buy	11,719 +15	+0.1%	+$2.83K	1.68%	28
2019 Q3	$2.43M	Buy	11,704 +203	+2%	+$40.8K	2%	23
2019 Q2	$2.27M	Sell	11,501 -88	-0.8%	-$17.2K	1.93%	23
2019 Q1	$2.03M	Buy	11,589 +3,000	+35%	+$505K	1.8%	30
2018 Q4	$1.38M	Buy	8,589 +208	+2%	+$41.3K	1.43%	33
2018 Q3	$1.81M	Buy	8,381 +74	+0.9%	+$15.7K	1.58%	26
2018 Q2	$1.82M	Buy	8,307 +189	+2%	+$42.7K	1.71%	24
2018 Q1	$1.85M	Buy	8,118 +111	+1%	+$24.4K	1.85%	19
2017 Q4	$1.83M	Buy	+8,007	New	+$1.73M	1.69%	22

Other funds holding STZ

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

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

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Tower View Wealth Management's STZ Position: Q1 2020 in Review

Tower View Wealth Management sold out of Constellation Brands (STZ) in Q1 2020, closing a stake of 11,719 shares — an estimated $2.22M sold.

Tower View Wealth Management first reported a position in STZ in Q4 2017 and held it in 9 quarters. The position peaked at $2.43M in Q3 2019. 959 funds tracked by Wall St. Rank hold STZ as of Q1 2020.

Tower View Wealth Management reported no remaining Constellation Brands position as of Q1 2020 after selling out during the quarter.
Tower View Wealth Management sold 11,719 Constellation Brands shares in Q1 2020, an estimated $2.22M.
Tower View Wealth Management first reported a position in Constellation Brands in Q4 2017 and held it in 9 quarters.
Tower View Wealth Management's Constellation Brands position peaked at $2.43M in Q3 2019.
959 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2020.

Based on Tower View Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.