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Fiduciary Alliance’s Constellation Brands STZ Stock Holding History

Fiduciary Alliance’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
2023
Q3 		– Sell
-14
Closed -$3.45K – 851
2023
Q2 		$3.45K Buy
+14
New +$3.28K ﹤0.01% 739

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fiduciary Alliance's STZ Position: Q3 2023 in Review

Fiduciary Alliance sold out of Constellation Brands (STZ) in Q3 2023, closing a stake of 14 shares — an estimated $3.45K sold.

Fiduciary Alliance first reported a position in STZ in Q2 2023 and held it in 1 quarter. The position peaked at $3.45K in Q2 2023. 1,254 funds tracked by Wall St. Rank hold STZ as of Q3 2023.

  • Fiduciary Alliance reported no remaining Constellation Brands position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 14 Constellation Brands shares in Q3 2023, an estimated $3.45K.
  • Fiduciary Alliance first reported a position in Constellation Brands in Q2 2023 and held it in 1 quarter.
  • Fiduciary Alliance's Constellation Brands position peaked at $3.45K in Q2 2023.
  • 1,254 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.