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Wealthfront’s Constellation Brands STZ Stock Holding History

Wealthfront’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
2018
Q3 		$896K Sell
4,154
-972
-19% -$207K 0.01% 277
2018
Q2 		$1.12M Sell
5,126
-1,838
-26% -$415K 0.01% 227
2018
Q1 		$1.59M Buy
6,964
+1,540
+28% +$339K 0.02% 166
2017
Q4 		$1.24M Buy
5,424
+484
+10% +$105K 0.01% 192
2017
Q3 		$985K Buy
4,940
+269
+6% +$53.2K 0.01% 199
2017
Q2 		$905K Buy
4,671
+398
+9% +$70.8K 0.01% 166
2017
Q1 		$693K Buy
4,273
+115
+3% +$17.9K 0.01% 171
2016
Q4 		$637K Sell
4,158
-812
-16% -$129K 0.01% 156
2016
Q3 		$827K Buy
4,970
+1,374
+38% +$227K 0.02% 122
2016
Q2 		$595K Buy
3,596
+339
+10% +$53.1K 0.02% 147
2016
Q1 		$492K Sell
3,257
-530
-14% -$76.6K 0.02% 151
2015
Q4 		$539K Buy
3,787
+180
+5% +$24.8K 0.02% 135
2015
Q3 		$452K Buy
3,607
+1,077
+43% +$133K 0.02% 145
2015
Q2 		$294K Buy
2,530
+557
+28% +$65.8K 0.01% 198
2015
Q1 		$229K Buy
1,973
+312
+19% +$35.1K 0.01% 220
2014
Q4 		$163K Sell
1,661
-11
-0.7% -$1.01K 0.01% 264
2014
Q3 		$146K Buy
1,672
+920
+122% +$80K 0.01% 213
2014
Q2 		$69K Buy
752
+359
+91% +$29.6K 0.01% 305
2014
Q1 		$34K Buy
+393
New +$31.3K ﹤0.01% 349

Other funds holding STZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthfront's STZ Position: Q3 2018 in Review

Wealthfront reduced its Constellation Brands (STZ) stake by 19% in Q3 2018, selling an estimated $207K and leaving 4,154 shares worth $896K. The position accounts for 0.01% of the portfolio, ranked #277.

Wealthfront first reported a position in STZ in Q1 2014 and has held it in 19 quarters since. The position peaked at $1.59M in Q1 2018. 936 funds tracked by Wall St. Rank hold STZ as of Q3 2018.

  • Wealthfront held 4,154 shares of Constellation Brands worth $896K as of Q3 2018.
  • Wealthfront sold 972 Constellation Brands shares in Q3 2018, an estimated $207K.
  • Constellation Brands made up 0.01% of Wealthfront's portfolio in Q3 2018, its #277 holding.
  • Wealthfront first reported a position in Constellation Brands in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's Constellation Brands position peaked at $1.59M in Q1 2018.
  • 936 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.