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CM Wealth Advisors’s Constellation Brands STZ Stock Holding History

CM 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
-894
Closed -$244K – 160
2023
Q2 		$244K Sell
894
-7,080
-89% -$1.66M 0.08% 132
2023
Q1 		$1.8M Buy
+7,974
New +$1.77M 0.35% 62

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

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

CM Wealth Advisors sold out of Constellation Brands (STZ) in Q3 2023, closing a stake of 894 shares — an estimated $244K sold.

CM Wealth Advisors first reported a position in STZ in Q1 2023 and held it in 2 quarters. The position peaked at $1.8M in Q1 2023. 1,254 funds tracked by Wall St. Rank hold STZ as of Q3 2023.

  • CM Wealth Advisors reported no remaining Constellation Brands position as of Q3 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 894 Constellation Brands shares in Q3 2023, an estimated $244K.
  • CM Wealth Advisors first reported a position in Constellation Brands in Q1 2023 and held it in 2 quarters.
  • CM Wealth Advisors's Constellation Brands position peaked at $1.8M in Q1 2023.
  • 1,254 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2023.

Based on CM Wealth Advisors's 13F filing for Q3 2023, filed 16 Nov 2023.