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Finivi Inc’s Constellation Brands STZ Stock Holding History

Finivi Inc’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 		$901K Buy
+3,589
New +$818K 0.95% 37

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 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Finivi Inc's STZ Position: Q4 2021 in Review

Finivi Inc opened a new position in Constellation Brands (STZ) in Q4 2021: 3,589 shares worth $901K. The stake represents 0.95% of the portfolio and ranks #37 among its holdings.

1,227 funds tracked by Wall St. Rank hold STZ as of Q4 2021.

  • Finivi Inc held 3,589 shares of Constellation Brands worth $901K as of Q4 2021.
  • Constellation Brands was a new Finivi Inc position in Q4 2021.
  • Constellation Brands made up 0.95% of Finivi Inc's portfolio in Q4 2021, its #37 holding.
  • 1,227 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2021.

Based on Finivi Inc's 13F filing for Q4 2021, filed 19 Dec 2025.