B. Riley Wealth Management’s Constellation Brands STZ Stock Holding History

B. Riley Wealth Management’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 Q2	$503	Sell	2,158 -2,924	-58%	-$712K	﹤0.01%	412
2022 Q1	$1.17M	Buy	5,082 +236	+5%	+$54.5K	0.09%	193
2021 Q4	$1.22M	Buy	4,846 +254	+6%	+$57.9K	0.08%	206
2021 Q3	$968K	Buy	4,592 +3,315	+260%	+$724K	0.07%	230
2021 Q2	$299K	Sell	1,277 -220	-15%	-$51.6K	0.03%	316
2021 Q1	$341K	Sell	1,497 -4	-0.3%	-$901	0.04%	279
2020 Q4	$329K	Sell	1,501 -257	-15%	-$50.5K	0.04%	260
2020 Q3	$333K	Buy	1,758 +54	+3%	+$9.85K	0.04%	288
2020 Q2	$298K	Sell	1,704 -331	-16%	-$55.1K	0.03%	303
2020 Q1	$291K	Buy	+2,035	New	+$359K	0.03%	363
2019 Q4	–	Sell	-1,234	Closed	-$256K	–	436
2019 Q3	$256K	Sell	1,234 -2,505	-67%	-$503K	0.04%	306
2019 Q2	$736	Sell	3,739 -800	-18%	-$156K	0.11%	167
2019 Q1	$796K	Buy	+4,539	New	+$764K	0.14%	158
2018 Q4	–	Sell	-2,023	Closed	-$436K	–	398
2018 Q3	$436K	Buy	+2,023	New	+$430K	0.11%	164
2014 Q3	–	Sell	-225	Closed	-$19K	–	1156
2014 Q2	$19K	Sell	225 -1,535	-87%	-$127K	0.01%	677
2014 Q1	$150K	Buy	+1,760	New	+$140K	0.11%	243

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

B. Riley Wealth Management's STZ Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Constellation Brands (STZ) stake by 58% in Q2 2022, selling an estimated $712K and leaving 2,158 shares worth $503. The position accounts for ﹤0.01% of the portfolio, ranked #412.

B. Riley Wealth Management first reported a position in STZ in Q1 2014 and has held it in 16 quarters since. The position peaked at $1.22M in Q4 2021. 1,215 funds tracked by Wall St. Rank hold STZ as of Q2 2022.

B. Riley Wealth Management held 2,158 shares of Constellation Brands worth $503 as of Q2 2022.
B. Riley Wealth Management sold 2,924 Constellation Brands shares in Q2 2022, an estimated $712K.
Constellation Brands made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #412 holding.
B. Riley Wealth Management first reported a position in Constellation Brands in Q1 2014 and has held it in 16 quarters since.
B. Riley Wealth Management's Constellation Brands position peaked at $1.22M in Q4 2021.
1,215 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.