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Axim Planning & Wealth’s Constellation Brands STZ Stock Holding History

Axim Planning & Wealth’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
Q4 		– Sell
-35
Closed -$8K – 148
2022
Q3 		$8K Hold
35
– – 0.01% 121
2022
Q2 		$8K Buy
+35
New +$8.52K 0.01% 101

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Axim Planning & Wealth's STZ Position: Q4 2022 in Review

Axim Planning & Wealth sold out of Constellation Brands (STZ) in Q4 2022, closing a stake of 35 shares — an estimated $8K sold.

Axim Planning & Wealth first reported a position in STZ in Q2 2022 and held it in 2 quarters. The position peaked at $8K in Q3 2022. 1,258 funds tracked by Wall St. Rank hold STZ as of Q4 2022.

  • Axim Planning & Wealth reported no remaining Constellation Brands position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 35 Constellation Brands shares in Q4 2022, an estimated $8K.
  • Axim Planning & Wealth first reported a position in Constellation Brands in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's Constellation Brands position peaked at $8K in Q3 2022.
  • 1,258 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.