Arete Wealth Advisors’s Constellation Brands STZ Stock Holding History

Arete 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
2023 Q1	–	Sell	-8,938	Closed	-$284M	–	715
2022 Q4	$284M	Buy	+8,938	New	+$2.14M	0.02%	469
2020 Q1	–	Sell	-4,082	Closed	-$774K	–	404
2019 Q4	$774K	Buy	4,082 +41	+1%	+$7.74K	0.13%	181
2019 Q3	$838K	Buy	4,041 +313	+8%	+$62.9K	0.16%	158
2019 Q2	$734K	Buy	3,728 +601	+19%	+$117K	0.14%	169
2019 Q1	$548K	Buy	3,127 +1,100	+54%	+$185K	0.11%	198
2018 Q4	$326K	Buy	+2,027	New	+$403K	0.08%	257

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Arete Wealth Advisors's STZ Position: Q1 2023 in Review

Arete Wealth Advisors sold out of Constellation Brands (STZ) in Q1 2023, closing a stake of 8,938 shares — an estimated $284M sold.

Arete Wealth Advisors first reported a position in STZ in Q4 2018 and held it in 6 quarters. The position peaked at $284M in Q4 2022. 1,189 funds tracked by Wall St. Rank hold STZ as of Q1 2023.

Arete Wealth Advisors reported no remaining Constellation Brands position as of Q1 2023 after selling out during the quarter.
Arete Wealth Advisors sold 8,938 Constellation Brands shares in Q1 2023, an estimated $284M.
Arete Wealth Advisors first reported a position in Constellation Brands in Q4 2018 and held it in 6 quarters.
Arete Wealth Advisors's Constellation Brands position peaked at $284M in Q4 2022.
1,189 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2023.

Based on Arete Wealth Advisors's 13F filing for Q1 2023, filed 1 May 2023.