DWM
STZ icon

Doyle Wealth Management’s Constellation Brands STZ Stock Holding History

Doyle 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 		$206K Sell
896
-46
-5% -$11.2K 0.02% 197
2022
Q2 		$220K Sell
942
-97
-9% -$23.6K 0.02% 197
2022
Q1 		$239K Sell
1,039
-375
-27% -$86.6K 0.02% 218
2021
Q4 		$355K Sell
1,414
-140
-9% -$31.9K 0.03% 172
2021
Q3 		$327K Buy
1,554
+2
+0.1% +$437 0.03% 174
2021
Q2 		$363K Sell
1,552
-147
-9% -$34.5K 0.03% 163
2021
Q1 		$387K Sell
1,699
-736
-30% -$166K 0.04% 159
2020
Q4 		$533K Sell
2,435
-5,862
-71% -$1.15M 0.05% 131
2020
Q3 		$1.57M Sell
8,297
-577
-7% -$105K 0.18% 76
2020
Q2 		$1.55M Sell
8,874
-5
-0.1% -$833 0.2% 65
2020
Q1 		$1.27M Buy
8,879
+375
+4% +$66.2K 0.2% 59
2019
Q4 		$1.61M Buy
8,504
+581
+7% +$110K 0.2% 61
2019
Q3 		$1.64M Buy
7,923
+7,664
+2,959% +$1.54M 0.23% 57
2019
Q2 		$51K Buy
+259
New +$50.6K 0.01% 364
2019
Q1 		– Sell
-16
Closed -$3K – 680
2018
Q4 		$3K Buy
+16
New +$3.18K ﹤0.01% 776

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Doyle Wealth Management reduced its Constellation Brands (STZ) stake by 4.9% in Q3 2022, selling an estimated $11.2K and leaving 896 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #197.

Doyle Wealth Management first reported a position in STZ in Q4 2018 and has held it in 15 quarters since. The position peaked at $1.64M in Q3 2019. 1,212 funds tracked by Wall St. Rank hold STZ as of Q3 2022.

  • Doyle Wealth Management held 896 shares of Constellation Brands worth $206K as of Q3 2022.
  • Doyle Wealth Management sold 46 Constellation Brands shares in Q3 2022, an estimated $11.2K.
  • Constellation Brands made up 0.02% of Doyle Wealth Management's portfolio in Q3 2022, its #197 holding.
  • Doyle Wealth Management first reported a position in Constellation Brands in Q4 2018 and has held it in 15 quarters since.
  • Doyle Wealth Management's Constellation Brands position peaked at $1.64M in Q3 2019.
  • 1,212 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.