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Castle Wealth Management’s Constellation Brands STZ Stock Holding History

Castle 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
Q4 		– Sell
-52
Closed -$12K – 570
2022
Q3 		$12K Hold
52
– – 0.01% 399
2022
Q2 		$12K Buy
+52
New +$12.7K 0.01% 379

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

Castle Wealth Management's STZ Position: Q4 2022 in Review

Castle Wealth Management sold out of Constellation Brands (STZ) in Q4 2022, closing a stake of 52 shares — an estimated $12K sold.

Castle Wealth Management first reported a position in STZ in Q2 2022 and held it in 2 quarters. The position peaked at $12K in Q3 2022. 1,258 funds tracked by Wall St. Rank hold STZ as of Q4 2022.

  • Castle Wealth Management reported no remaining Constellation Brands position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 52 Constellation Brands shares in Q4 2022, an estimated $12K.
  • Castle Wealth Management first reported a position in Constellation Brands in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Constellation Brands position peaked at $12K in Q3 2022.
  • 1,258 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.