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Aquire Wealth Advisors’s Constellation Brands STZ Stock Holding History

Aquire 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
-264
Closed -$66K – 219
2021
Q4 		$66K Buy
+264
New +$60.2K 0.03% 83

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Aquire Wealth Advisors sold out of Constellation Brands (STZ) in Q1 2022, closing a stake of 264 shares — an estimated $66K sold.

Aquire Wealth Advisors first reported a position in STZ in Q4 2021 and held it in 1 quarter. The position peaked at $66K in Q4 2021. 1,203 funds tracked by Wall St. Rank hold STZ as of Q1 2022.

  • Aquire Wealth Advisors reported no remaining Constellation Brands position as of Q1 2022 after selling out during the quarter.
  • Aquire Wealth Advisors sold 264 Constellation Brands shares in Q1 2022, an estimated $66K.
  • Aquire Wealth Advisors first reported a position in Constellation Brands in Q4 2021 and held it in 1 quarter.
  • Aquire Wealth Advisors's Constellation Brands position peaked at $66K in Q4 2021.
  • 1,203 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2022.

Based on Aquire Wealth Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.