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Accel Wealth Management’s Constellation Brands STZ Stock Holding History

Accel Wealth Management’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
2024
Q3 		– Sell
-911
Closed -$234K – 272
2024
Q2 		$234K Buy
+911
New +$234K 0.09% 198
2023
Q2 		– Sell
-958
Closed -$216K – 771
2023
Q1 		$216K Buy
958
+2
+0.2% +$445 0.09% 206
2022
Q4 		$221K Buy
956
+3
+0.3% +$718 0.11% 152
2022
Q3 		$226K Sell
953
-203
-18% -$49.5K 0.12% 147
2022
Q2 		$283K Buy
1,156
+3
+0.3% +$730 0.16% 114
2022
Q1 		$269K Sell
1,153
-97
-8% -$22.4K 0.14% 125
2021
Q4 		$314K Buy
1,250
+153
+14% +$34.9K 0.15% 112
2021
Q3 		$231K Sell
1,097
-211
-16% -$46.1K 0.15% 120
2021
Q2 		$306K Buy
1,308
+153
+13% +$35.9K 0.2% 98
2021
Q1 		$264K Buy
1,155
+54
+5% +$12.2K 0.21% 96
2020
Q4 		$241K Buy
+1,101
New +$216K 0.22% 98

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Accel Wealth Management's STZ Position: Q3 2024 in Review

Accel Wealth Management sold out of Constellation Brands (STZ) in Q3 2024, closing a stake of 911 shares — an estimated $234K sold.

Accel Wealth Management first reported a position in STZ in Q4 2020 and held it in 11 quarters. The position peaked at $314K in Q4 2021. 1,322 funds tracked by Wall St. Rank hold STZ as of Q3 2024.

  • Accel Wealth Management reported no remaining Constellation Brands position as of Q3 2024 after selling out during the quarter.
  • Accel Wealth Management sold 911 Constellation Brands shares in Q3 2024, an estimated $234K.
  • Accel Wealth Management first reported a position in Constellation Brands in Q4 2020 and held it in 11 quarters.
  • Accel Wealth Management's Constellation Brands position peaked at $314K in Q4 2021.
  • 1,322 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2024.

Based on Accel Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.