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Gerber Kawasaki Wealth & Investment Management’s Constellation Brands STZ Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-4
Closed – – 996
2021
Q3 		$0 Buy
+4
New +$873 ﹤0.01% 1225
2020
Q1 		– Sell
-3,396
Closed -$643K – 147
2019
Q4 		$643K Sell
3,396
-5,907
-63% -$1.12M 0.16% 73
2019
Q3 		$1.93M Sell
9,303
-2,007
-18% -$403K 0.55% 40
2019
Q2 		$2.23M Sell
11,310
-414
-4% -$80.8K 0.65% 38
2019
Q1 		$2.06M Sell
11,724
-2,448
-17% -$412K 0.61% 40
2018
Q4 		$2.28M Sell
14,172
-9,824
-41% -$1.95M 0.8% 36
2018
Q3 		$5.12M Buy
23,996
+6,257
+35% +$1.33M 1.39% 24
2018
Q2 		$3.83M Buy
17,739
+4,187
+31% +$946K 1.15% 26
2018
Q1 		$3.09M Buy
13,552
+6,321
+87% +$1.39M 0.99% 31
2017
Q4 		$1.65M Buy
+7,231
New +$1.56M 0.57% 44
2017
Q3 		– Sell
-1,895
Closed -$367K – 121
2017
Q2 		$367K Buy
1,895
+67
+4% +$11.9K 0.14% 85
2017
Q1 		$295K Sell
1,828
-2,748
-60% -$428K 0.13% 91
2016
Q4 		$701K Buy
4,576
+545
+14% +$86.6K 0.37% 54
2016
Q3 		$671K Buy
4,031
+1,181
+41% +$195K 0.39% 52
2016
Q2 		$471K Buy
+2,850
New +$446K 0.3% 59

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's STZ Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Constellation Brands (STZ) in Q4 2021, closing a stake of 4 shares.

Gerber Kawasaki Wealth & Investment Management first reported a position in STZ in Q2 2016 and held it in 15 quarters. The position peaked at $5.12M in Q3 2018. 1,228 funds tracked by Wall St. Rank hold STZ as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Constellation Brands position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 4 Constellation Brands shares in Q4 2021.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Constellation Brands in Q2 2016 and held it in 15 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Constellation Brands position peaked at $5.12M in Q3 2018.
  • 1,228 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.