BDO Wealth Advisors’s Constellation Brands STZ Stock Holding History

BDO 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 Q2	$1.72M	Buy	6,982 +77	+1%	+$18K	0.2%	98
2023 Q1	$1.56M	Sell	6,905 -153	-2%	-$34K	0.19%	101
2022 Q4	$1.64M	Buy	7,058 +157	+2%	+$37.6K	0.2%	101
2022 Q3	$1.58M	Sell	6,901 -267	-4%	-$65.1K	0.21%	98
2022 Q2	$1.67M	Buy	7,168 +64	+0.9%	+$15.6K	0.21%	95
2022 Q1	$1.64M	Buy	7,104 +496	+8%	+$115K	0.17%	103
2021 Q4	$1.66M	Buy	6,608 +193	+3%	+$44K	0.18%	104
2021 Q3	$1.35M	Buy	6,415 +327	+5%	+$71.4K	0.15%	109
2021 Q2	$1.42M	Buy	6,088 +259	+4%	+$60.8K	0.16%	108
2021 Q1	$1.33M	Buy	5,829 +308	+6%	+$69.4K	0.16%	111
2020 Q4	$1.21M	Buy	5,521 +117	+2%	+$23K	0.17%	91
2020 Q3	$1.02M	Buy	5,404 +17	+0.3%	+$3.1K	0.17%	92
2020 Q2	$943K	Buy	5,387 +37	+0.7%	+$6.16K	0.17%	95
2020 Q1	$767K	Buy	5,350 +805	+18%	+$142K	0.16%	101
2019 Q4	$862K	Sell	4,545 -363	-7%	-$68.5K	0.22%	82
2019 Q3	$1.02M	Buy	4,908 +92	+2%	+$18.5K	0.26%	77
2019 Q2	$948K	Buy	4,816 +11	+0.2%	+$2.15K	0.26%	77
2019 Q1	$843K	Buy	4,805 +410	+9%	+$69.1K	0.24%	79
2018 Q4	$707K	Sell	4,395 -319	-7%	-$63.4K	0.24%	77
2018 Q3	$1.02M	Sell	4,714 -75	-2%	-$15.9K	0.33%	60
2018 Q2	$1.05M	Buy	4,789 +385	+9%	+$87K	0.36%	55
2018 Q1	$1M	Sell	4,404 -146	-3%	-$32.2K	0.38%	51
2017 Q4	$1.04M	Buy	4,550 +175	+4%	+$37.8K	0.47%	39
2017 Q3	$873K	Buy	4,375 +125	+3%	+$24.7K	0.43%	42
2017 Q2	$823K	Buy	+4,250	New	+$756K	0.36%	51

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

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

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BDO Wealth Advisors's STZ Position: Q2 2023 in Review

BDO Wealth Advisors increased its Constellation Brands (STZ) stake by 1.1% in Q2 2023, buying an estimated $18K and bringing the position to 6,982 shares worth $1.72M. The position accounts for 0.2% of the portfolio, ranked #98.

BDO Wealth Advisors first reported a position in STZ in Q2 2017 and has held it in 25 quarters since. 1,228 funds tracked by Wall St. Rank hold STZ as of Q2 2023.

BDO Wealth Advisors held 6,982 shares of Constellation Brands worth $1.72M as of Q2 2023.
BDO Wealth Advisors bought 77 Constellation Brands shares in Q2 2023, an estimated $18K.
Constellation Brands made up 0.2% of BDO Wealth Advisors's portfolio in Q2 2023, its #98 holding.
BDO Wealth Advisors first reported a position in Constellation Brands in Q2 2017 and has held it in 25 quarters since.
1,228 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.