FAS Wealth Partners’s Constellation Brands STZ Stock Holding History

FAS Wealth Partners’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 Q4	–	Sell	-822	Closed	-$212K	–	452
2024 Q3	$212K	Sell	822 -20	-2%	-$4.96K	0.02%	293
2024 Q2	$217K	Sell	842 -35	-4%	-$9K	0.02%	277
2024 Q1	$238K	Sell	877 -400	-31%	-$101K	0.02%	272
2023 Q4	$309K	Buy	1,277 +43	+3%	+$10.2K	0.03%	245
2023 Q3	$310K	Hold	1,234	–	–	0.03%	233
2023 Q2	$304K	Hold	1,234	–	–	0.04%	215
2023 Q1	$279K	Hold	1,234	–	–	0.03%	247
2022 Q4	$286K	Hold	1,234	–	–	0.03%	245
2022 Q3	$283K	Hold	1,234	–	–	0.03%	232
2022 Q2	$288K	Sell	1,234 -150	-11%	-$36.5K	0.03%	233
2022 Q1	$319K	Buy	1,384 +38	+3%	+$8.78K	0.03%	228
2021 Q4	$338K	Hold	1,346	–	–	0.03%	239
2021 Q3	$284K	Buy	+1,346	New	+$294K	0.03%	243

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

FAS Wealth Partners's STZ Position: Q4 2024 in Review

FAS Wealth Partners sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 822 shares — an estimated $212K sold.

FAS Wealth Partners first reported a position in STZ in Q3 2021 and held it in 13 quarters. The position peaked at $338K in Q4 2021. 1,337 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

FAS Wealth Partners reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
FAS Wealth Partners sold 822 Constellation Brands shares in Q4 2024, an estimated $212K.
FAS Wealth Partners first reported a position in Constellation Brands in Q3 2021 and held it in 13 quarters.
FAS Wealth Partners's Constellation Brands position peaked at $338K in Q4 2021.
1,337 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on FAS Wealth Partners's 13F filing for Q4 2024, filed 14 Feb 2025.