Evolution Wealth Advisors’s Constellation Brands STZ Stock Holding History

Evolution 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
2021 Q4	–	Sell	-15	Closed	-$3K	–	563
2021 Q3	$3K	Hold	15	–	–	﹤0.01%	626
2021 Q2	$4K	Hold	15	–	–	﹤0.01%	564
2021 Q1	$3K	Hold	15	–	–	﹤0.01%	613
2020 Q4	$3K	Hold	15	–	–	﹤0.01%	540
2020 Q3	$3K	Hold	15	–	–	﹤0.01%	513
2020 Q2	$3K	Buy	+15	New	+$2.5K	﹤0.01%	450
2020 Q1	–	Sell	-23	Closed	-$4K	–	612
2019 Q4	$4K	Sell	23 -12	-34%	-$2.27K	﹤0.01%	466
2019 Q3	$7K	Hold	35	–	–	﹤0.01%	238
2019 Q2	$7K	Buy	+35	New	+$6.83K	﹤0.01%	219

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Evolution Wealth Advisors's STZ Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Constellation Brands (STZ) in Q4 2021, closing a stake of 15 shares — an estimated $3K sold.

Evolution Wealth Advisors first reported a position in STZ in Q2 2019 and held it in 9 quarters. The position peaked at $7K in Q3 2019. 1,227 funds tracked by Wall St. Rank hold STZ as of Q4 2021.

Evolution Wealth Advisors reported no remaining Constellation Brands position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 15 Constellation Brands shares in Q4 2021, an estimated $3K.
Evolution Wealth Advisors first reported a position in Constellation Brands in Q2 2019 and held it in 9 quarters.
Evolution Wealth Advisors's Constellation Brands position peaked at $7K in Q3 2019.
1,227 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.