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Beaird Harris Wealth Management’s Constellation Brands STZ Stock Holding History

Beaird Harris 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
2024
Q1 		– Sell
-19
Closed -$4.59K – 653
2023
Q4 		$4.59K Buy
+19
New +$4.52K ﹤0.01% 392
2023
Q1 		– Sell
-5
Closed -$1.16K – 714
2022
Q4 		$1.16K Buy
+5
New +$1.2K ﹤0.01% 631
2022
Q2 		– Sell
-30
Closed -$7K – 587
2022
Q1 		$7K Buy
+30
New +$6.93K ﹤0.01% 392

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Beaird Harris Wealth Management's STZ Position: Q1 2024 in Review

Beaird Harris Wealth Management sold out of Constellation Brands (STZ) in Q1 2024, closing a stake of 19 shares — an estimated $4.59K sold.

Beaird Harris Wealth Management first reported a position in STZ in Q1 2022 and held it in 3 quarters. The position peaked at $7K in Q1 2022. 1,321 funds tracked by Wall St. Rank hold STZ as of Q1 2024.

  • Beaird Harris Wealth Management reported no remaining Constellation Brands position as of Q1 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 19 Constellation Brands shares in Q1 2024, an estimated $4.59K.
  • Beaird Harris Wealth Management first reported a position in Constellation Brands in Q1 2022 and held it in 3 quarters.
  • Beaird Harris Wealth Management's Constellation Brands position peaked at $7K in Q1 2022.
  • 1,321 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.