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First Citizens Financial Corp’s Constellation Brands STZ Stock Holding History

First Citizens Financial Corp’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
-891
Closed -$230K – 127
2024
Q3 		$230K Hold
891
– – 0.12% 110
2024
Q2 		$229K Hold
891
– – 0.14% 106
2024
Q1 		$242K Hold
891
– – 0.14% 105
2023
Q4 		$215K Hold
891
– – 0.14% 106
2023
Q3 		$224K Hold
891
– – 0.16% 104
2023
Q2 		$219K Buy
+891
New +$208K 0.15% 106

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

First Citizens Financial Corp's STZ Position: Q4 2024 in Review

First Citizens Financial Corp sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 891 shares — an estimated $230K sold.

First Citizens Financial Corp first reported a position in STZ in Q2 2023 and held it in 6 quarters. The position peaked at $242K in Q1 2024. 1,337 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

  • First Citizens Financial Corp reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
  • First Citizens Financial Corp sold 891 Constellation Brands shares in Q4 2024, an estimated $230K.
  • First Citizens Financial Corp first reported a position in Constellation Brands in Q2 2023 and held it in 6 quarters.
  • First Citizens Financial Corp's Constellation Brands position peaked at $242K in Q1 2024.
  • 1,337 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on First Citizens Financial Corp's 13F filing for Q4 2024, filed 3 Jan 2025.