180 Wealth Advisors’s Constellation Brands STZ Stock Holding History

180 Wealth Advisors’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
2022 Q1	–	Sell	-867	Closed	-$209K	–	398
2021 Q4	$209K	Sell	867 -51	-6%	-$11.6K	0.05%	346
2021 Q3	$201K	Buy	+918	New	+$200K	0.04%	360
2021 Q2	–	Sell	-897	Closed	-$213K	–	385
2021 Q1	$213K	Sell	897 -171	-16%	-$38.5K	0.05%	329
2020 Q4	$238K	Sell	1,068 -76	-7%	-$14.9K	0.07%	270
2020 Q3	$206K	Sell	1,144 -43	-4%	-$7.84K	0.08%	250
2020 Q2	$214K	Buy	+1,187	New	+$198K	0.09%	232
2019 Q3	–	Sell	-1,703	Closed	-$330K	–	268
2019 Q2	$330K	Buy	1,703 +509	+43%	+$99.4K	0.15%	170
2019 Q1	$248K	Sell	1,194 -275	-19%	-$46.3K	0.11%	219
2018 Q4	$317K	Hold	1,469	–	–	0.15%	172
2018 Q3	$317K	Sell	1,469 -512	-26%	-$109K	0.15%	172
2018 Q2	$434K	Buy	1,981 +23	+1%	+$5.2K	0.22%	132
2018 Q1	$444K	Buy	1,958 +267	+16%	+$58.8K	0.23%	126
2017 Q4	$387K	Buy	+1,691	New	+$366K	0.2%	133

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

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

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

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

180 Wealth Advisors's STZ Position: Q1 2022 in Review

180 Wealth Advisors sold out of Constellation Brands (STZ) in Q1 2022, closing a stake of 867 shares — an estimated $209K sold.

180 Wealth Advisors first reported a position in STZ in Q4 2017 and held it in 13 quarters. The position peaked at $444K in Q1 2018. 1,202 funds tracked by Wall St. Rank hold STZ as of Q1 2022.

180 Wealth Advisors reported no remaining Constellation Brands position as of Q1 2022 after selling out during the quarter.
180 Wealth Advisors sold 867 Constellation Brands shares in Q1 2022, an estimated $209K.
180 Wealth Advisors first reported a position in Constellation Brands in Q4 2017 and held it in 13 quarters.
180 Wealth Advisors's Constellation Brands position peaked at $444K in Q1 2018.
1,202 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2022.

Based on 180 Wealth Advisors's 13F filing for Q1 2022, filed 22 Apr 2022.