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Benchmark Investment Advisors’s Constellation Brands STZ Stock Holding History

Benchmark Investment 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
2022
Q3 		– Sell
-2,143
Closed -$499K – 99
2022
Q2 		$499K Sell
2,143
-603
-22% -$147K 0.52% 63
2022
Q1 		$632K Sell
2,746
-84
-3% -$19.4K 0.48% 54
2021
Q4 		$710K Buy
+2,830
New +$645K 0.59% 51

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Benchmark Investment Advisors's STZ Position: Q3 2022 in Review

Benchmark Investment Advisors sold out of Constellation Brands (STZ) in Q3 2022, closing a stake of 2,143 shares — an estimated $499K sold.

Benchmark Investment Advisors first reported a position in STZ in Q4 2021 and held it in 3 quarters. The position peaked at $710K in Q4 2021. 1,211 funds tracked by Wall St. Rank hold STZ as of Q3 2022.

  • Benchmark Investment Advisors reported no remaining Constellation Brands position as of Q3 2022 after selling out during the quarter.
  • Benchmark Investment Advisors sold 2,143 Constellation Brands shares in Q3 2022, an estimated $499K.
  • Benchmark Investment Advisors first reported a position in Constellation Brands in Q4 2021 and held it in 3 quarters.
  • Benchmark Investment Advisors's Constellation Brands position peaked at $710K in Q4 2021.
  • 1,211 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2022.

Based on Benchmark Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.