Frontier Wealth Management’s Constellation Brands STZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$494K Buy
2,119
+1
+0% +$243 0.04% 242
2022
Q1
$527K Buy
2,118
+72
+4% +$16.6K 0.01% 243
2021
Q4
$513K Buy
2,046
+550
+37% +$125K 0.03% 261
2021
Q3
$315K Buy
1,496
+123
+9% +$26.8K 0.02% 322
2021
Q2
$321K Buy
1,373
+327
+31% +$76.8K 0.02% 322
2021
Q1
$239K Buy
+1,046
New +$236K 0.02% 342

Other funds holding STZ

Frontier Wealth Management's STZ Position: Q2 2022 in Review

Frontier Wealth Management increased its Constellation Brands (STZ) stake by 0.05% in Q2 2022, buying an estimated $243 and bringing the position to 2,119 shares worth $494K. The position accounts for 0.04% of the portfolio, ranked #242.

Frontier Wealth Management first reported a position in STZ in Q1 2021 and has held it in 6 quarters since. The position peaked at $527K in Q1 2022. 1,216 funds tracked by Wall St. Rank hold STZ as of Q2 2022.

  • Frontier Wealth Management held 2,119 shares of Constellation Brands worth $494K as of Q2 2022.
  • Frontier Wealth Management bought 1 Constellation Brands share in Q2 2022, an estimated $243.
  • Constellation Brands made up 0.04% of Frontier Wealth Management's portfolio in Q2 2022, its #242 holding.
  • Frontier Wealth Management first reported a position in Constellation Brands in Q1 2021 and has held it in 6 quarters since.
  • Frontier Wealth Management's Constellation Brands position peaked at $527K in Q1 2022.
  • 1,216 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.