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Bouchey Financial Group’s Constellation Brands STZ Stock Holding History

Bouchey Financial Group’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
Q4 		– Sell
-792
Closed -$204K – 162
2024
Q3 		$204K Hold
792
– – 0.02% 150
2024
Q2 		$203K Sell
792
-16
-2% -$4.12K 0.02% 143
2024
Q1 		$220K Buy
+808
New +$204K 0.02% 130
2021
Q1 		– Sell
-1,053
Closed -$231K – 86
2020
Q4 		$231K Hold
1,053
– – 0.04% 69
2020
Q3 		$200K Buy
+1,053
New +$192K 0.04% 68
2020
Q1 		– Sell
-1,153
Closed -$219K – 75
2019
Q4 		$219K Hold
1,153
– – 0.05% 72
2019
Q3 		$239K Buy
+1,153
New +$232K 0.06% 65

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bouchey Financial Group's STZ Position: Q4 2024 in Review

Bouchey Financial Group sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 792 shares — an estimated $204K sold.

Bouchey Financial Group first reported a position in STZ in Q3 2019 and held it in 7 quarters. The position peaked at $239K in Q3 2019. 1,337 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

  • Bouchey Financial Group reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
  • Bouchey Financial Group sold 792 Constellation Brands shares in Q4 2024, an estimated $204K.
  • Bouchey Financial Group first reported a position in Constellation Brands in Q3 2019 and held it in 7 quarters.
  • Bouchey Financial Group's Constellation Brands position peaked at $239K in Q3 2019.
  • 1,337 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on Bouchey Financial Group's 13F filing for Q4 2024, filed 5 Feb 2025.