WP
STZ icon

WealthShield Partners’s Constellation Brands STZ Stock Holding History

WealthShield Partners’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 		– Sell
-45
Closed -$11K – 679
2021
Q2 		$11K Buy
45
+21
+88% +$4.93K ﹤0.01% 754
2021
Q1 		$5K Sell
24
-1,350
-98% -$304K ﹤0.01% 973
2020
Q4 		$301K Sell
1,374
-36
-3% -$7.08K 0.06% 235
2020
Q3 		$267K Hold
1,410
– – 0.09% 204
2020
Q2 		$247K Buy
+1,410
New +$235K 0.11% 173

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

WealthShield Partners's STZ Position: Q3 2021 in Review

WealthShield Partners sold out of Constellation Brands (STZ) in Q3 2021, closing a stake of 45 shares — an estimated $11K sold.

WealthShield Partners first reported a position in STZ in Q2 2020 and held it in 5 quarters. The position peaked at $301K in Q4 2020. 1,127 funds tracked by Wall St. Rank hold STZ as of Q3 2021.

  • WealthShield Partners reported no remaining Constellation Brands position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 45 Constellation Brands shares in Q3 2021, an estimated $11K.
  • WealthShield Partners first reported a position in Constellation Brands in Q2 2020 and held it in 5 quarters.
  • WealthShield Partners's Constellation Brands position peaked at $301K in Q4 2020.
  • 1,127 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.