First Affirmative Financial Network’s Constellation Brands STZ Stock Holding History

First Affirmative Financial Network’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	-796	Closed	-$205K	–	296
2024 Q3	$205K	Sell	796 -27	-3%	-$6.69K	0.11%	252
2024 Q2	$212K	Buy	823 +19	+2%	+$4.89K	0.15%	219
2024 Q1	$219K	Sell	804 -25	-3%	-$6.33K	0.16%	207
2023 Q4	$200K	Sell	829 -28	-3%	-$6.66K	0.16%	213
2023 Q3	$215K	Buy	857 +1	+0.1%	+$261	0.21%	167
2023 Q2	$211K	Sell	856 -201	-19%	-$47K	0.21%	161
2023 Q1	$239K	Sell	1,057 -55	-5%	-$12.2K	0.28%	116
2022 Q4	$258K	Buy	+1,112	New	+$266K	0.31%	102

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

First Affirmative Financial Network's STZ Position: Q4 2024 in Review

First Affirmative Financial Network sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 796 shares — an estimated $205K sold.

First Affirmative Financial Network first reported a position in STZ in Q4 2022 and held it in 8 quarters. The position peaked at $258K in Q4 2022. 1,337 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

First Affirmative Financial Network reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
First Affirmative Financial Network sold 796 Constellation Brands shares in Q4 2024, an estimated $205K.
First Affirmative Financial Network first reported a position in Constellation Brands in Q4 2022 and held it in 8 quarters.
First Affirmative Financial Network's Constellation Brands position peaked at $258K in Q4 2022.
1,337 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on First Affirmative Financial Network's 13F filing for Q4 2024, filed 23 Jan 2025.