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Fortem Financial Group’s Constellation Brands STZ Stock Holding History

Fortem Financial Group’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
2022
Q2 		– Sell
-1,171
Closed -$270K – 201
2022
Q1 		$270K Sell
1,171
-554
-32% -$128K 0.12% 141
2021
Q4 		$433K Sell
1,725
-34
-2% -$7.75K 0.2% 122
2021
Q3 		$371K Buy
1,759
+25
+1% +$5.46K 0.19% 127
2021
Q2 		$406K Buy
1,734
+117
+7% +$27.5K 0.21% 126
2021
Q1 		$369K Buy
1,617
+50
+3% +$11.3K 0.21% 123
2020
Q4 		$343K Sell
1,567
-3,881
-71% -$763K 0.21% 115
2020
Q3 		$1.03M Sell
5,448
-1,603
-23% -$292K 0.75% 49
2020
Q2 		$1.23M Buy
7,051
+252
+4% +$42K 0.95% 35
2020
Q1 		$975K Buy
6,799
+1,901
+39% +$335K 0.89% 39
2019
Q4 		$929K Sell
4,898
-1,756
-26% -$332K 0.69% 54
2019
Q3 		$1.38M Buy
6,654
+1,768
+36% +$355K 1.18% 37
2019
Q2 		$962K Buy
4,886
+242
+5% +$47.2K 0.97% 43
2019
Q1 		$814K Buy
4,644
+137
+3% +$23.1K 0.85% 47
2018
Q4 		$725K Buy
+4,507
New +$896K 0.87% 47

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fortem Financial Group's STZ Position: Q2 2022 in Review

Fortem Financial Group sold out of Constellation Brands (STZ) in Q2 2022, closing a stake of 1,171 shares — an estimated $270K sold.

Fortem Financial Group first reported a position in STZ in Q4 2018 and held it in 14 quarters. The position peaked at $1.38M in Q3 2019. 1,215 funds tracked by Wall St. Rank hold STZ as of Q2 2022.

  • Fortem Financial Group reported no remaining Constellation Brands position as of Q2 2022 after selling out during the quarter.
  • Fortem Financial Group sold 1,171 Constellation Brands shares in Q2 2022, an estimated $270K.
  • Fortem Financial Group first reported a position in Constellation Brands in Q4 2018 and held it in 14 quarters.
  • Fortem Financial Group's Constellation Brands position peaked at $1.38M in Q3 2019.
  • 1,215 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2022.

Based on Fortem Financial Group's 13F filing for Q2 2022, filed 25 Jul 2022.