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Coppell Advisory Solutions Corp’s Constellation Brands STZ Stock Holding History

Coppell Advisory Solutions Corp’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
2024
Q1 		$282K Buy
+1,038
New +$263K 0.05% 203
2023
Q1 		– Sell
-751
Closed -$174K – 956
2022
Q4 		$174K Buy
+751
New +$180K 0.06% 173

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Coppell Advisory Solutions Corp's STZ Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Constellation Brands (STZ) in Q1 2024: 1,038 shares worth $282K. The stake represents 0.05% of the portfolio and ranks #203 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in STZ as recently as Q4 2022.

Coppell Advisory Solutions Corp first reported a position in STZ in Q4 2022 and has held it in 2 quarters since. 1,321 funds tracked by Wall St. Rank hold STZ as of Q1 2024.

  • Coppell Advisory Solutions Corp held 1,038 shares of Constellation Brands worth $282K as of Q1 2024.
  • Constellation Brands was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Constellation Brands made up 0.05% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #203 holding.
  • Coppell Advisory Solutions Corp first reported a position in Constellation Brands in Q4 2022 and has held it in 2 quarters since.
  • 1,321 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.