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Wealthspire Advisors (Maryland)’s Constellation Brands STZ Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$211K Buy
+1,113
New +$203K 0.01% 441
2020
Q1 		– Sell
-1,057
Closed -$201K – 504
2019
Q4 		$201K Buy
1,057
+30
+3% +$5.67K 0.01% 473
2019
Q3 		$213K Buy
+1,027
New +$206K 0.02% 423
2019
Q2 		– Sell
-647
Closed -$113K – 1822
2019
Q1 		$113K Sell
647
-62
-9% -$10.4K 0.01% 601
2018
Q4 		$114K Buy
709
+113
+19% +$22.5K 0.01% 564
2018
Q3 		$129K Buy
596
+35
+6% +$7.44K 0.01% 589
2018
Q2 		$123K Buy
561
+33
+6% +$7.45K 0.01% 621
2018
Q1 		$120K Sell
528
-36
-6% -$7.93K 0.01% 644
2017
Q4 		$129K Buy
564
+104
+23% +$22.5K 0.01% 624
2017
Q3 		$92K Buy
460
+32
+7% +$6.33K 0.01% 750
2017
Q2 		$83K Buy
428
+24
+6% +$4.27K 0.01% 760
2017
Q1 		$65K Buy
404
+18
+5% +$2.81K 0.01% 732
2016
Q4 		$59K Sell
386
-152
-28% -$24.1K 0.01% 726
2016
Q3 		$90K Sell
538
-204
-27% -$33.6K 0.01% 599
2016
Q2 		$123K Buy
742
+11
+2% +$1.72K 0.02% 493
2016
Q1 		$110K Sell
731
-100
-12% -$14.4K 0.02% 505
2015
Q4 		$118K Buy
+831
New +$114K 0.02% 488

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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

Wealthspire Advisors (Maryland)'s STZ Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in Constellation Brands (STZ) in Q3 2020: 1,113 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #441 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in STZ as recently as Q4 2019.

Wealthspire Advisors (Maryland) first reported a position in STZ in Q4 2015 and has held it in 17 quarters since. The position peaked at $213K in Q3 2019. 1,046 funds tracked by Wall St. Rank hold STZ as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 1,113 shares of Constellation Brands worth $211K as of Q3 2020.
  • Constellation Brands was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • Constellation Brands made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #441 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Constellation Brands in Q4 2015 and has held it in 17 quarters since.
  • Wealthspire Advisors (Maryland)'s Constellation Brands position peaked at $213K in Q3 2019.
  • 1,046 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.