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Adirondack Retirement Specialists’s Constellation Brands STZ Stock Holding History

Adirondack Retirement Specialists’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
2023
Q3 		– Sell
-15
Closed -$3.69K – 117
2023
Q2 		$3.69K Hold
15
– – ﹤0.01% 82
2023
Q1 		$3.27K Hold
15
– – ﹤0.01% 94
2022
Q4 		$3.48K Hold
15
– – ﹤0.01% 74
2022
Q3 		$3K Buy
+15
New +$3.66K ﹤0.01% 81

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Adirondack Retirement Specialists's STZ Position: Q3 2023 in Review

Adirondack Retirement Specialists sold out of Constellation Brands (STZ) in Q3 2023, closing a stake of 15 shares — an estimated $3.69K sold.

Adirondack Retirement Specialists first reported a position in STZ in Q3 2022 and held it in 4 quarters. The position peaked at $3.69K in Q2 2023. 1,254 funds tracked by Wall St. Rank hold STZ as of Q3 2023.

  • Adirondack Retirement Specialists reported no remaining Constellation Brands position as of Q3 2023 after selling out during the quarter.
  • Adirondack Retirement Specialists sold 15 Constellation Brands shares in Q3 2023, an estimated $3.69K.
  • Adirondack Retirement Specialists first reported a position in Constellation Brands in Q3 2022 and held it in 4 quarters.
  • Adirondack Retirement Specialists's Constellation Brands position peaked at $3.69K in Q2 2023.
  • 1,254 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2023.

Based on Adirondack Retirement Specialists's 13F filing for Q3 2023, filed 24 Oct 2023.