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Grey Fox Wealth Advisors’s Constellation Brands STZ Stock Holding History

Grey Fox Wealth Advisors’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
Q2 		– Sell
-9
Closed -$2.03K – 456
2023
Q1 		$2.03K Buy
+9
New +$2K ﹤0.01% 415

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Grey Fox Wealth Advisors's STZ Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of Constellation Brands (STZ) in Q2 2023, closing a stake of 9 shares — an estimated $2.03K sold.

Grey Fox Wealth Advisors first reported a position in STZ in Q1 2023 and held it in 1 quarter. The position peaked at $2.03K in Q1 2023. 1,228 funds tracked by Wall St. Rank hold STZ as of Q2 2023.

  • Grey Fox Wealth Advisors reported no remaining Constellation Brands position as of Q2 2023 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 9 Constellation Brands shares in Q2 2023, an estimated $2.03K.
  • Grey Fox Wealth Advisors first reported a position in Constellation Brands in Q1 2023 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's Constellation Brands position peaked at $2.03K in Q1 2023.
  • 1,228 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.