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Curi Wealth Management’s Constellation Brands STZ Stock Holding History

Curi 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
Q3 		– Sell
-103
Closed -$24K – 625
2022
Q2 		$24K Buy
103
+1
+1% +$243 ﹤0.01% 288
2022
Q1 		$23K Hold
102
– – ﹤0.01% 270
2021
Q4 		$25K Buy
+102
New +$23.2K ﹤0.01% 230
2021
Q1 		– Sell
-101
Closed -$22K – 431
2020
Q4 		$22K Buy
+101
New +$19.9K 0.02% 201

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 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Curi Wealth Management's STZ Position: Q3 2022 in Review

Curi Wealth Management sold out of Constellation Brands (STZ) in Q3 2022, closing a stake of 103 shares — an estimated $24K sold.

Curi Wealth Management first reported a position in STZ in Q4 2020 and held it in 4 quarters. The position peaked at $25K in Q4 2021. 1,211 funds tracked by Wall St. Rank hold STZ as of Q3 2022.

  • Curi Wealth Management reported no remaining Constellation Brands position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 103 Constellation Brands shares in Q3 2022, an estimated $24K.
  • Curi Wealth Management first reported a position in Constellation Brands in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Constellation Brands position peaked at $25K in Q4 2021.
  • 1,211 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.