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Wealth Quarterback’s Constellation Brands STZ Stock Holding History

Wealth Quarterback’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
Q3 		$15K Buy
70
+1
+1% +$218 0.01% 400
2021
Q2 		$17K Buy
+69
New +$16.2K 0.01% 381
2020
Q2 		– Sell
-113
Closed -$13.4K – 678
2020
Q1 		$13.4K Buy
113
+10
+10% +$1.76K 0.01% 418
2019
Q4 		$19.6K Buy
+103
New +$19.5K 0.02% 362

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wealth Quarterback's STZ Position: Q3 2021 in Review

Wealth Quarterback increased its Constellation Brands (STZ) stake by 1.4% in Q3 2021, buying an estimated $218 and bringing the position to 70 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #400.

Wealth Quarterback first reported a position in STZ in Q4 2019 and has held it in 4 quarters since. The position peaked at $19.6K in Q4 2019. 1,127 funds tracked by Wall St. Rank hold STZ as of Q3 2021.

  • Wealth Quarterback held 70 shares of Constellation Brands worth $15K as of Q3 2021.
  • Wealth Quarterback bought 1 Constellation Brands share in Q3 2021, an estimated $218.
  • Constellation Brands made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #400 holding.
  • Wealth Quarterback first reported a position in Constellation Brands in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Constellation Brands position peaked at $19.6K in Q4 2019.
  • 1,127 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.