Brewin Dolphin Wealth Management’s Constellation Brands STZ Stock Holding History

Brewin Dolphin 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
2022 Q2	$15K	Hold	65	–	–	﹤0.01%	266
2022 Q1	$15K	Hold	65	–	–	﹤0.01%	270
2021 Q4	$16K	Hold	65	–	–	﹤0.01%	271
2021 Q3	$13.7K	Hold	65	–	–	﹤0.01%	283
2021 Q2	$15.2K	Hold	65	–	–	﹤0.01%	282
2021 Q1	$14.8K	Buy	+65	New	+$14.6K	﹤0.01%	275
2020 Q3	–	Sell	-100	Closed	-$17.5K	–	313
2020 Q2	$17.5K	Hold	100	–	–	﹤0.01%	227
2020 Q1	$14.3K	Buy	+100	New	+$17.6K	0.01%	160

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Brewin Dolphin Wealth Management's STZ Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its Constellation Brands (STZ) position steady in Q2 2022 at 65 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Brewin Dolphin Wealth Management first reported a position in STZ in Q1 2020 and has held it in 8 quarters since. The position peaked at $17.5K in Q2 2020. 1,215 funds tracked by Wall St. Rank hold STZ as of Q2 2022.

Brewin Dolphin Wealth Management held 65 shares of Constellation Brands worth $15K as of Q2 2022.
Brewin Dolphin Wealth Management left its Constellation Brands share count unchanged in Q2 2022.
Constellation Brands made up ﹤0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #266 holding.
Brewin Dolphin Wealth Management first reported a position in Constellation Brands in Q1 2020 and has held it in 8 quarters since.
Brewin Dolphin Wealth Management's Constellation Brands position peaked at $17.5K in Q2 2020.
1,215 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.