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Forza Wealth Management’s Constellation Brands STZ Stock Holding History

Forza Wealth Management’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
Q2 		– Sell
-736
Closed -$200K – 176
2024
Q1 		$200K Buy
+736
New +$186K 0.1% 169

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Forza Wealth Management's STZ Position: Q2 2024 in Review

Forza Wealth Management sold out of Constellation Brands (STZ) in Q2 2024, closing a stake of 736 shares — an estimated $200K sold.

Forza Wealth Management first reported a position in STZ in Q1 2024 and held it in 1 quarter. The position peaked at $200K in Q1 2024. 1,339 funds tracked by Wall St. Rank hold STZ as of Q2 2024.

  • Forza Wealth Management reported no remaining Constellation Brands position as of Q2 2024 after selling out during the quarter.
  • Forza Wealth Management sold 736 Constellation Brands shares in Q2 2024, an estimated $200K.
  • Forza Wealth Management first reported a position in Constellation Brands in Q1 2024 and held it in 1 quarter.
  • Forza Wealth Management's Constellation Brands position peaked at $200K in Q1 2024.
  • 1,339 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2024.

Based on Forza Wealth Management's 13F filing for Q2 2024, filed 17 Jul 2024.