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Ahrens Investment Partners’s Constellation Brands STZ Stock Holding History

Ahrens Investment 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
2023
Q1 		$11.3K Buy
+50
New +$11.1K 0.01% 594
2022
Q3 		– Sell
-15
Closed -$3K – 802
2022
Q2 		$3K Hold
15
– – ﹤0.01% 849
2022
Q1 		$3K Hold
15
– – ﹤0.01% 923
2021
Q4 		$4K Buy
+15
New +$3.42K ﹤0.01% 917

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ahrens Investment Partners's STZ Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Constellation Brands (STZ) in Q1 2023: 50 shares worth $11.3K. The stake represents 0.01% of the portfolio and ranks #594 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in STZ as recently as Q2 2022.

Ahrens Investment Partners first reported a position in STZ in Q4 2021 and has held it in 4 quarters since. 1,189 funds tracked by Wall St. Rank hold STZ as of Q1 2023.

  • Ahrens Investment Partners held 50 shares of Constellation Brands worth $11.3K as of Q1 2023.
  • Constellation Brands was a new Ahrens Investment Partners position in Q1 2023.
  • Constellation Brands made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #594 holding.
  • Ahrens Investment Partners first reported a position in Constellation Brands in Q4 2021 and has held it in 4 quarters since.
  • 1,189 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.