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Bradley & Co Private Wealth Management’s Constellation Brands STZ Stock Holding History

Bradley & Co Private 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
2023
Q1 		– Sell
-21
Closed -$4.87K – 175
2022
Q4 		$4.87K Hold
21
– – 0.01% 134
2022
Q3 		$5K Hold
21
– – 0.01% 143
2022
Q2 		$5K Buy
+21
New +$5.11K 0.01% 150

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bradley & Co Private Wealth Management's STZ Position: Q1 2023 in Review

Bradley & Co Private Wealth Management sold out of Constellation Brands (STZ) in Q1 2023, closing a stake of 21 shares — an estimated $4.87K sold.

Bradley & Co Private Wealth Management first reported a position in STZ in Q2 2022 and held it in 3 quarters. The position peaked at $5K in Q3 2022. 1,189 funds tracked by Wall St. Rank hold STZ as of Q1 2023.

  • Bradley & Co Private Wealth Management reported no remaining Constellation Brands position as of Q1 2023 after selling out during the quarter.
  • Bradley & Co Private Wealth Management sold 21 Constellation Brands shares in Q1 2023, an estimated $4.87K.
  • Bradley & Co Private Wealth Management first reported a position in Constellation Brands in Q2 2022 and held it in 3 quarters.
  • Bradley & Co Private Wealth Management's Constellation Brands position peaked at $5K in Q3 2022.
  • 1,189 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2023.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.