Clearview Wealth Advisors’s Constellation Brands STZ Stock Holding History

Clearview Wealth 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	-23	Closed	-$5.66K	–	563
2023 Q2	$5.66K	Hold	23	–	–	0.01%	413
2023 Q1	$5.2K	Hold	23	–	–	0.01%	425
2022 Q4	$5.33K	Hold	23	–	–	﹤0.01%	390
2022 Q3	$5K	Hold	23	–	–	﹤0.01%	416
2022 Q2	$5K	Hold	23	–	–	﹤0.01%	436
2022 Q1	$5K	Sell	23 -20	-47%	-$4.62K	﹤0.01%	459
2021 Q4	$11K	Hold	43	–	–	0.01%	402
2021 Q3	$9K	Sell	43 -106	-71%	-$23.1K	0.01%	442
2021 Q2	$35K	Sell	149 -45	-23%	-$10.6K	0.02%	280
2021 Q1	$44K	Buy	+194	New	+$43.7K	0.03%	239

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 International Investors Los Angeles, California $427B AUM 29.17% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Clearview Wealth Advisors's STZ Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Constellation Brands (STZ) in Q3 2023, closing a stake of 23 shares — an estimated $5.66K sold.

Clearview Wealth Advisors first reported a position in STZ in Q1 2021 and held it in 10 quarters. The position peaked at $44K in Q1 2021. 1,254 funds tracked by Wall St. Rank hold STZ as of Q3 2023.

Clearview Wealth Advisors reported no remaining Constellation Brands position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 23 Constellation Brands shares in Q3 2023, an estimated $5.66K.
Clearview Wealth Advisors first reported a position in Constellation Brands in Q1 2021 and held it in 10 quarters.
Clearview Wealth Advisors's Constellation Brands position peaked at $44K in Q1 2021.
1,254 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.