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Cardiff Park Advisors’s Constellation Brands STZ Stock Holding History

Cardiff Park 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
2023
Q3 		– Sell
-2,387
Closed -$588K – 329
2023
Q2 		$588K Buy
+2,387
New +$559K 0.07% 132

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cardiff Park Advisors's STZ Position: Q3 2023 in Review

Cardiff Park Advisors sold out of Constellation Brands (STZ) in Q3 2023, closing a stake of 2,387 shares — an estimated $588K sold.

Cardiff Park Advisors first reported a position in STZ in Q2 2023 and held it in 1 quarter. The position peaked at $588K in Q2 2023. 1,254 funds tracked by Wall St. Rank hold STZ as of Q3 2023.

  • Cardiff Park Advisors reported no remaining Constellation Brands position as of Q3 2023 after selling out during the quarter.
  • Cardiff Park Advisors sold 2,387 Constellation Brands shares in Q3 2023, an estimated $588K.
  • Cardiff Park Advisors first reported a position in Constellation Brands in Q2 2023 and held it in 1 quarter.
  • Cardiff Park Advisors's Constellation Brands position peaked at $588K in Q2 2023.
  • 1,254 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2023.

Based on Cardiff Park Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.