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High Net Worth Advisory Group’s Constellation Brands STZ Stock Holding History

High Net Worth Advisory Group’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
Q1 		– Sell
-190
Closed -$44K – 527
2022
Q4 		$44K Hold
190
– – 0.02% 348
2022
Q3 		$44K Hold
190
– – 0.02% 354
2022
Q2 		$44K Sell
190
-100
-34% -$24.3K 0.02% 343
2022
Q1 		$67K Hold
290
– – 0.02% 303
2021
Q4 		$73K Buy
+290
New +$66.1K 0.03% 300

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

High Net Worth Advisory Group's STZ Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Constellation Brands (STZ) in Q1 2023, closing a stake of 190 shares — an estimated $44K sold.

High Net Worth Advisory Group first reported a position in STZ in Q4 2021 and held it in 5 quarters. The position peaked at $73K in Q4 2021. 1,189 funds tracked by Wall St. Rank hold STZ as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Constellation Brands position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 190 Constellation Brands shares in Q1 2023, an estimated $44K.
  • High Net Worth Advisory Group first reported a position in Constellation Brands in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Constellation Brands position peaked at $73K in Q4 2021.
  • 1,189 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.