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Financial Architects (New Jersey)’s Constellation Brands STZ Stock Holding History

Financial Architects (New Jersey)’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
2018
Q2 		– Sell
-600
Closed -$138K – 1494
2018
Q1 		$138K Buy
+600
New +$132K 0.03% 380

Other funds holding STZ

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Architects (New Jersey)'s STZ Position: Q1 2022 in Review

Financial Architects (New Jersey) sold out of Constellation Brands (STZ) in Q1 2022, closing a stake of 1,353 shares — an estimated $339K sold.

Financial Architects (New Jersey) first reported a position in STZ in Q2 2013 and held it in 31 quarters. The position peaked at $626K in Q3 2020. 1,202 funds tracked by Wall St. Rank hold STZ as of Q1 2022.

  • Financial Architects (New Jersey) reported no remaining Constellation Brands position as of Q1 2022 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 1,353 Constellation Brands shares in Q1 2022, an estimated $339K.
  • Financial Architects (New Jersey) first reported a position in Constellation Brands in Q2 2013 and held it in 31 quarters.
  • Financial Architects (New Jersey)'s Constellation Brands position peaked at $626K in Q3 2020.
  • 1,202 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2022.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2022, filed 5 May 2022.