Heritage Wealth Management (Arizona)’s Constellation Brands STZ Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$3.25K	Buy	+14	New	+$3.35K	﹤0.01%	929

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s STZ Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) opened a new position in Constellation Brands (STZ) in Q4 2022: 14 shares worth $3.25K. The stake represents ﹤0.01% of the portfolio and ranks #929 among its holdings.

1,258 funds tracked by Wall St. Rank hold STZ as of Q4 2022.

Heritage Wealth Management (Arizona) held 14 shares of Constellation Brands worth $3.25K as of Q4 2022.
Constellation Brands was a new Heritage Wealth Management (Arizona) position in Q4 2022.
Constellation Brands made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #929 holding.
1,258 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.