Empirical Wealth Management’s Constellation Brands STZ Stock Holding History

Empirical 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
2024 Q2	–	Sell	-799	Closed	-$217K	–	582
2024 Q1	$217K	Buy	+799	New	+$202K	0.01%	494
2020 Q1	–	Sell	-1,333	Closed	-$253K	–	359
2019 Q4	$253K	Hold	1,333	–	–	0.03%	283
2019 Q3	$276K	Sell	1,333 -42	-3%	-$8.43K	0.03%	241
2019 Q2	$271K	Sell	1,375 -163	-11%	-$31.8K	0.04%	215
2019 Q1	$270K	Buy	1,538 +39	+3%	+$6.57K	0.04%	193
2018 Q4	$241K	Sell	1,499 -127	-8%	-$25.2K	0.04%	174
2018 Q3	$351K	Hold	1,626	–	–	0.06%	152
2018 Q2	$356K	Hold	1,626	–	–	0.07%	134
2018 Q1	$371K	Buy	+1,626	New	+$358K	0.07%	115

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Empirical Wealth Management's STZ Position: Q2 2024 in Review

Empirical Wealth Management sold out of Constellation Brands (STZ) in Q2 2024, closing a stake of 799 shares — an estimated $217K sold.

Empirical Wealth Management first reported a position in STZ in Q1 2018 and held it in 9 quarters. The position peaked at $371K in Q1 2018. 1,339 funds tracked by Wall St. Rank hold STZ as of Q2 2024.

Empirical Wealth Management reported no remaining Constellation Brands position as of Q2 2024 after selling out during the quarter.
Empirical Wealth Management sold 799 Constellation Brands shares in Q2 2024, an estimated $217K.
Empirical Wealth Management first reported a position in Constellation Brands in Q1 2018 and held it in 9 quarters.
Empirical Wealth Management's Constellation Brands position peaked at $371K in Q1 2018.
1,339 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2024.

Based on Empirical Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.