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Fortitude Advisory Group’s Constellation Brands STZ Stock Holding History

Fortitude Advisory 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
2023
Q3 		– Sell
-815
Closed -$201K – 219
2023
Q2 		$201K Buy
+815
New +$191K 0.15% 181
2022
Q4 		– Sell
-892
Closed -$205K – 229
2022
Q3 		$205K Buy
892
+1
+0.1% +$244 0.19% 168
2022
Q2 		$208K Sell
891
-222
-20% -$54K 0.19% 166
2022
Q1 		$256K Sell
1,113
-442
-28% -$102K 0.14% 159
2021
Q4 		$270K Buy
+1,555
New +$354K 0.14% 147

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fortitude Advisory Group's STZ Position: Q3 2023 in Review

Fortitude Advisory Group sold out of Constellation Brands (STZ) in Q3 2023, closing a stake of 815 shares — an estimated $201K sold.

Fortitude Advisory Group first reported a position in STZ in Q4 2021 and held it in 5 quarters. The position peaked at $270K in Q4 2021. 1,254 funds tracked by Wall St. Rank hold STZ as of Q3 2023.

  • Fortitude Advisory Group reported no remaining Constellation Brands position as of Q3 2023 after selling out during the quarter.
  • Fortitude Advisory Group sold 815 Constellation Brands shares in Q3 2023, an estimated $201K.
  • Fortitude Advisory Group first reported a position in Constellation Brands in Q4 2021 and held it in 5 quarters.
  • Fortitude Advisory Group's Constellation Brands position peaked at $270K in Q4 2021.
  • 1,254 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2023.

Based on Fortitude Advisory Group's 13F filing for Q3 2023, filed 14 Nov 2023.