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First Personal Financial Services’s Constellation Brands STZ Stock Holding History

First Personal Financial Services’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
Q3 		$14.2K Buy
55
+1
+2% +$248 ﹤0.01% 287
2024
Q2 		$13.9K Hold
54
– – ﹤0.01% 256
2024
Q1 		$14.7K Hold
54
– – ﹤0.01% 256
2023
Q4 		$13.1K Hold
54
– – ﹤0.01% 286
2023
Q3 		$13.6K Hold
54
– – ﹤0.01% 285
2023
Q2 		$13.3K Hold
54
– – ﹤0.01% 293
2023
Q1 		$12.2K Hold
54
– – ﹤0.01% 311
2022
Q4 		$12.5K Hold
54
– – ﹤0.01% 314
2022
Q3 		$12K Hold
54
– – ﹤0.01% 328
2022
Q2 		$13K Hold
54
– – ﹤0.01% 266
2022
Q1 		$12K Hold
54
– – ﹤0.01% 287
2021
Q4 		$14K Buy
54
+8
+17% +$1.82K ﹤0.01% 267
2021
Q3 		$10K Buy
+46
New +$10K ﹤0.01% 290
2020
Q3 		– Sell
-3
Closed -$1K – 300
2020
Q2 		$1K Hold
3
– – ﹤0.01% 296
2020
Q1 		$0 Sell
3
-6
-67% -$1.06K ﹤0.01% 498
2019
Q4 		$2K Sell
9
-147
-94% -$27.8K ﹤0.01% 383
2019
Q3 		$32K Sell
156
-1,847
-92% -$371K 0.01% 289
2019
Q2 		$394K Buy
2,003
+27
+1% +$5.27K 0.11% 125
2019
Q1 		$346K Sell
1,976
-125
-6% -$21.1K 0.11% 131
2018
Q4 		$338K Sell
2,101
-11
-0.5% -$2.19K 0.12% 127
2018
Q3 		$455K Sell
2,112
-46
-2% -$9.78K 0.14% 121
2018
Q2 		$472K Buy
2,158
+1,284
+147% +$290K 0.16% 124
2018
Q1 		$199K Sell
874
-656
-43% -$144K 0.04% 210
2017
Q4 		$350K Buy
1,530
+262
+21% +$56.6K 0.07% 178
2017
Q3 		$253K Hold
1,268
– – 0.05% 199
2017
Q2 		$246K Hold
1,268
– – 0.05% 199
2017
Q1 		$206K Sell
1,268
-80
-6% -$12.5K 0.05% 192
2016
Q4 		$207K Buy
1,348
+1,115
+479% +$177K 0.05% 184
2016
Q3 		$39K Sell
233
-71
-23% -$11.7K 0.01% 321
2016
Q2 		$50K Buy
+304
New +$47.6K 0.02% 262

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 Personal Financial Services's STZ Position: Q3 2024 in Review

First Personal Financial Services increased its Constellation Brands (STZ) stake by 1.9% in Q3 2024, buying an estimated $248 and bringing the position to 55 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

First Personal Financial Services first reported a position in STZ in Q2 2016 and has held it in 30 quarters since. The position peaked at $472K in Q2 2018. 1,322 funds tracked by Wall St. Rank hold STZ as of Q3 2024.

  • First Personal Financial Services held 55 shares of Constellation Brands worth $14.2K as of Q3 2024.
  • First Personal Financial Services bought 1 Constellation Brands share in Q3 2024, an estimated $248.
  • Constellation Brands made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #287 holding.
  • First Personal Financial Services first reported a position in Constellation Brands in Q2 2016 and has held it in 30 quarters since.
  • First Personal Financial Services's Constellation Brands position peaked at $472K in Q2 2018.
  • 1,322 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.