Vontobel Swiss Wealth Advisors’s Constellation Brands STZ Stock Holding History

Vontobel Swiss 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
2021 Q2	$6.17M	Buy	27,087 +1,492	+6%	+$350K	3.17%	17
2021 Q1	$5.84M	Sell	25,595 -1,074	-4%	-$242K	3.25%	19
2020 Q4	$5.84M	Sell	26,669 -527	-2%	-$104K	3.32%	14
2020 Q3	$5.01M	Buy	27,196 +262	+1%	+$47.8K	3.5%	16
2020 Q2	$4.71M	Buy	26,934 +1,477	+6%	+$246K	3.09%	14
2020 Q1	$3.65M	Buy	25,457 +3,724	+17%	+$657K	2.78%	16
2019 Q4	$4.12M	Buy	21,733 +4,382	+25%	+$828K	2.7%	11
2019 Q3	$3.6M	Sell	17,351 -2,466	-12%	-$495K	2.32%	9
2019 Q2	$3.9M	Sell	19,817 -521	-3%	-$102K	2.09%	10
2019 Q1	$3.53M	Buy	+20,338	New	+$3.43M	3.83%	4

Other funds holding STZ

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

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

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's STZ Position: Q2 2021 in Review

Vontobel Swiss Wealth Advisors increased its Constellation Brands (STZ) stake by 5.8% in Q2 2021, buying an estimated $350K and bringing the position to 27,087 shares worth $6.17M. The position accounts for 3.17% of the portfolio, ranked #17.

Vontobel Swiss Wealth Advisors first reported a position in STZ in Q1 2019 and has held it in 10 quarters since. 1,151 funds tracked by Wall St. Rank hold STZ as of Q2 2021.

Vontobel Swiss Wealth Advisors held 27,087 shares of Constellation Brands worth $6.17M as of Q2 2021.
Vontobel Swiss Wealth Advisors bought 1,492 Constellation Brands shares in Q2 2021, an estimated $350K.
Constellation Brands made up 3.17% of Vontobel Swiss Wealth Advisors's portfolio in Q2 2021, its #17 holding.
Vontobel Swiss Wealth Advisors first reported a position in Constellation Brands in Q1 2019 and has held it in 10 quarters since.
1,151 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.