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Wealthcare Capital Management’s Constellation Brands STZ Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-28
Closed -$6K – 588
2021
Q1 		$6K Buy
+28
New +$6.31K ﹤0.01% 359
2020
Q2 		– Sell
-3
Closed – – 220
2020
Q1 		$0 Sell
3
-10
-77% -$1.76K ﹤0.01% 586
2019
Q4 		$2K Buy
+13
New +$2.46K ﹤0.01% 554

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

Wealthcare Capital Management's STZ Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Constellation Brands (STZ) in Q2 2021, closing a stake of 28 shares — an estimated $6K sold.

Wealthcare Capital Management first reported a position in STZ in Q4 2019 and held it in 3 quarters. The position peaked at $6K in Q1 2021. 1,151 funds tracked by Wall St. Rank hold STZ as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Constellation Brands position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 28 Constellation Brands shares in Q2 2021, an estimated $6K.
  • Wealthcare Capital Management first reported a position in Constellation Brands in Q4 2019 and held it in 3 quarters.
  • Wealthcare Capital Management'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 Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.