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Avidian Wealth Enterprises’s Constellation Brands STZ Stock Holding History

Avidian Wealth Enterprises’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
Q4 		– Sell
-936
Closed -$235K – 429
2023
Q3 		$235K Sell
936
-38
-4% -$9.92K 0.02% 361
2023
Q2 		$240K Sell
974
-456
-32% -$107K 0.02% 373
2023
Q1 		$323K Buy
1,430
+69
+5% +$15.4K 0.02% 370
2022
Q4 		$315K Buy
+1,361
New +$326K 0.02% 348
2022
Q1 		– Sell
-1,058
Closed -$266K – 569
2021
Q4 		$266K Buy
+1,058
New +$241K 0.02% 432

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avidian Wealth Enterprises's STZ Position: Q4 2023 in Review

Avidian Wealth Enterprises sold out of Constellation Brands (STZ) in Q4 2023, closing a stake of 936 shares — an estimated $235K sold.

Avidian Wealth Enterprises first reported a position in STZ in Q4 2021 and held it in 5 quarters. The position peaked at $323K in Q1 2023. 1,297 funds tracked by Wall St. Rank hold STZ as of Q4 2023.

  • Avidian Wealth Enterprises reported no remaining Constellation Brands position as of Q4 2023 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 936 Constellation Brands shares in Q4 2023, an estimated $235K.
  • Avidian Wealth Enterprises first reported a position in Constellation Brands in Q4 2021 and held it in 5 quarters.
  • Avidian Wealth Enterprises's Constellation Brands position peaked at $323K in Q1 2023.
  • 1,297 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2023, filed 6 Feb 2024.