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Capital Directions Investment Advisors’s Constellation Brands STZ Stock Holding History

Capital Directions 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
Q4 		$18.5K Buy
+80
New +$19.1K 0.01% 179
2022
Q3 		– Sell
-80
Closed -$19.5K – 163
2022
Q2 		$19K Hold
80
– – 0.01% 181
2022
Q1 		$18K Buy
+80
New +$18.5K 0.01% 205
2021
Q4 		– Sell
-250
Closed -$53K – 200
2021
Q3 		$53K Buy
250
+80
+47% +$17.5K 0.02% 136
2021
Q2 		$40K Buy
+170
New +$39.9K 0.01% 131

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Capital Directions Investment Advisors's STZ Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Constellation Brands (STZ) in Q4 2022: 80 shares worth $18.5K. The stake represents 0.01% of the portfolio and ranks #179 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in STZ as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in STZ in Q2 2021 and has held it in 5 quarters since. The position peaked at $53K in Q3 2021. 1,259 funds tracked by Wall St. Rank hold STZ as of Q4 2022.

  • Capital Directions Investment Advisors held 80 shares of Constellation Brands worth $18.5K as of Q4 2022.
  • Constellation Brands was a new Capital Directions Investment Advisors position in Q4 2022.
  • Constellation Brands made up 0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #179 holding.
  • Capital Directions Investment Advisors first reported a position in Constellation Brands in Q2 2021 and has held it in 5 quarters since.
  • Capital Directions Investment Advisors's Constellation Brands position peaked at $53K in Q3 2021.
  • 1,259 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.