Beam Wealth Advisors’s Constellation Brands STZ Stock Holding History

Beam 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
2024 Q2	–	Sell	-750	Closed	-$204K	–	146
2024 Q1	$204K	Sell	750 -250	-25%	-$63.3K	0.12%	108
2023 Q4	$242K	Hold	1,000	–	–	0.15%	88
2023 Q3	$251K	Hold	1,000	–	–	0.18%	85
2023 Q2	$246K	Hold	1,000	–	–	0.17%	87
2023 Q1	$226K	Hold	1,000	–	–	0.23%	89
2022 Q4	$232K	Hold	1,000	–	–	0.24%	87
2022 Q3	$230K	Hold	1,000	–	–	0.26%	89
2022 Q2	$233K	Hold	1,000	–	–	0.26%	90
2022 Q1	$230K	Hold	1,000	–	–	0.26%	81
2021 Q4	$251K	Hold	1,000	–	–	0.29%	75
2021 Q3	$211K	Hold	1,000	–	–	0.18%	133
2021 Q2	$234K	Hold	1,000	–	–	0.2%	124
2021 Q1	$228K	Sell	1,000 -100	-9%	-$22.5K	0.2%	120
2020 Q4	$241K	Hold	1,100	–	–	0.23%	106
2020 Q3	$208K	Sell	1,100 -1,030	-48%	-$188K	0.19%	118
2020 Q2	$397K	Sell	2,130 -210	-9%	-$35K	0.4%	77
2020 Q1	$335K	Hold	2,340	–	–	0.33%	95
2019 Q4	$444K	Buy	+2,340	New	+$442K	0.41%	77

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Beam Wealth Advisors's STZ Position: Q2 2024 in Review

Beam Wealth Advisors sold out of Constellation Brands (STZ) in Q2 2024, closing a stake of 750 shares — an estimated $204K sold.

Beam Wealth Advisors first reported a position in STZ in Q4 2019 and held it in 18 quarters. The position peaked at $444K in Q4 2019. 1,339 funds tracked by Wall St. Rank hold STZ as of Q2 2024.

Beam Wealth Advisors reported no remaining Constellation Brands position as of Q2 2024 after selling out during the quarter.
Beam Wealth Advisors sold 750 Constellation Brands shares in Q2 2024, an estimated $204K.
Beam Wealth Advisors first reported a position in Constellation Brands in Q4 2019 and held it in 18 quarters.
Beam Wealth Advisors's Constellation Brands position peaked at $444K in Q4 2019.
1,339 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2024.

Based on Beam Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.