Financial Synergies Wealth Advisors’s Constellation Brands STZ Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-3	Closed	-$816	–	420
2024 Q1	$816	Hold	3	–	–	﹤0.01%	426
2023 Q4	$696	Hold	3	–	–	﹤0.01%	360
2023 Q3	$754	Hold	3	–	–	﹤0.01%	415
2023 Q2	$739	Hold	3	–	–	﹤0.01%	419
2023 Q1	$678	Hold	3	–	–	﹤0.01%	404
2022 Q4	$696	Hold	3	–	–	﹤0.01%	360
2022 Q3	$690	Hold	3	–	–	﹤0.01%	340
2022 Q2	$700	Buy	+3	New	+$730	﹤0.01%	348

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

Financial Synergies Wealth Advisors's STZ Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Constellation Brands (STZ) in Q2 2024, closing a stake of 3 shares — an estimated $816 sold.

Financial Synergies Wealth Advisors first reported a position in STZ in Q2 2022 and held it in 8 quarters. The position peaked at $816 in Q1 2024. 1,339 funds tracked by Wall St. Rank hold STZ as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Constellation Brands position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 3 Constellation Brands shares in Q2 2024, an estimated $816.
Financial Synergies Wealth Advisors first reported a position in Constellation Brands in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Constellation Brands position peaked at $816 in Q1 2024.
1,339 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.