FourThought Financial’s Constellation Brands STZ Stock Holding History

FourThought Financial’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 Q3	$56K	Buy	243 +15	+7%	+$3.66K	0.01%	572
2022 Q2	$53K	Sell	228 -32	-12%	-$7.79K	0.01%	588
2022 Q1	$60K	Sell	260 -11	-4%	-$2.54K	0.01%	610
2021 Q4	$68K	Sell	271 -123	-31%	-$28K	0.01%	581
2021 Q3	$83K	Sell	394 -141	-26%	-$30.8K	0.01%	539
2021 Q2	$125K	Sell	535 -475	-47%	-$112K	0.02%	441
2021 Q1	$230K	Sell	1,010 -53	-5%	-$11.9K	0.03%	328
2020 Q4	$232K	Buy	+1,063	New	+$209K	0.04%	319

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

FourThought Financial's STZ Position: Q3 2022 in Review

FourThought Financial increased its Constellation Brands (STZ) stake by 6.6% in Q3 2022, buying an estimated $3.66K and bringing the position to 243 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #572.

FourThought Financial first reported a position in STZ in Q4 2020 and has held it in 8 quarters since. The position peaked at $232K in Q4 2020. 1,212 funds tracked by Wall St. Rank hold STZ as of Q3 2022.

FourThought Financial held 243 shares of Constellation Brands worth $56K as of Q3 2022.
FourThought Financial bought 15 Constellation Brands shares in Q3 2022, an estimated $3.66K.
Constellation Brands made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #572 holding.
FourThought Financial first reported a position in Constellation Brands in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Constellation Brands position peaked at $232K in Q4 2020.
1,212 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.