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YorkBridge Wealth Partners’s Constellation Brands STZ Stock Holding History

YorkBridge Wealth 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
2019
Q3 		– Sell
-543
Closed -$107K – 580
2019
Q2 		$107K Buy
543
+7
+1% +$1.37K 0.05% 273
2019
Q1 		$94K Buy
+536
New +$90.3K 0.04% 285

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

YorkBridge Wealth Partners's STZ Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Constellation Brands (STZ) in Q3 2019, closing a stake of 543 shares — an estimated $107K sold.

YorkBridge Wealth Partners first reported a position in STZ in Q1 2019 and held it in 2 quarters. The position peaked at $107K in Q2 2019. 1,027 funds tracked by Wall St. Rank hold STZ as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Constellation Brands position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 543 Constellation Brands shares in Q3 2019, an estimated $107K.
  • YorkBridge Wealth Partners first reported a position in Constellation Brands in Q1 2019 and held it in 2 quarters.
  • YorkBridge Wealth Partners's Constellation Brands position peaked at $107K in Q2 2019.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.