WealthStone’s Constellation Brands STZ Stock Holding History

WealthStone’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 Q1	$229K	Buy	1,007 +41	+4%	+$9.24K	0.08%	219
2020 Q4	$212K	Buy	+966	New	+$190K	0.08%	208
2019 Q3	–	Sell	-539	Closed	-$106K	–	530
2019 Q2	$106K	Buy	+539	New	+$105K	0.05%	139

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WealthStone's STZ Position: Q1 2021 in Review

WealthStone increased its Constellation Brands (STZ) stake by 4.2% in Q1 2021, buying an estimated $9.24K and bringing the position to 1,007 shares worth $229K. The position accounts for 0.08% of the portfolio, ranked #219.

WealthStone first reported a position in STZ in Q2 2019 and has held it in 3 quarters since. 1,154 funds tracked by Wall St. Rank hold STZ as of Q1 2021.

WealthStone held 1,007 shares of Constellation Brands worth $229K as of Q1 2021.
WealthStone bought 41 Constellation Brands shares in Q1 2021, an estimated $9.24K.
Constellation Brands made up 0.08% of WealthStone's portfolio in Q1 2021, its #219 holding.
WealthStone first reported a position in Constellation Brands in Q2 2019 and has held it in 3 quarters since.
1,154 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.