AWA
STZ icon

Aaron Wealth Advisors’s Constellation Brands STZ Stock Holding History

Aaron 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
Q2 		– Sell
-50
Closed -$11.5K – 762
2022
Q1 		$11.5K Buy
+50
New +$11.5K ﹤0.01% 758

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aaron Wealth Advisors's STZ Position: Q2 2022 in Review

Aaron Wealth Advisors sold out of Constellation Brands (STZ) in Q2 2022, closing a stake of 50 shares — an estimated $11.5K sold.

Aaron Wealth Advisors first reported a position in STZ in Q1 2022 and held it in 1 quarter. The position peaked at $11.5K in Q1 2022. 1,216 funds tracked by Wall St. Rank hold STZ as of Q2 2022.

  • Aaron Wealth Advisors reported no remaining Constellation Brands position as of Q2 2022 after selling out during the quarter.
  • Aaron Wealth Advisors sold 50 Constellation Brands shares in Q2 2022, an estimated $11.5K.
  • Aaron Wealth Advisors first reported a position in Constellation Brands in Q1 2022 and held it in 1 quarter.
  • Aaron Wealth Advisors's Constellation Brands position peaked at $11.5K in Q1 2022.
  • 1,216 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2022.

Based on Aaron Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.