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Holistic Financial Partners’s Constellation Brands STZ Stock Holding History

Holistic Financial Partners’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
2024
Q2 		– Sell
-758
Closed -$206K – 136
2024
Q1 		$206K Buy
+758
New +$192K 0.1% 126

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Holistic Financial Partners's STZ Position: Q2 2024 in Review

Holistic Financial Partners sold out of Constellation Brands (STZ) in Q2 2024, closing a stake of 758 shares — an estimated $206K sold.

Holistic Financial Partners first reported a position in STZ in Q1 2024 and held it in 1 quarter. The position peaked at $206K in Q1 2024. 1,339 funds tracked by Wall St. Rank hold STZ as of Q2 2024.

  • Holistic Financial Partners reported no remaining Constellation Brands position as of Q2 2024 after selling out during the quarter.
  • Holistic Financial Partners sold 758 Constellation Brands shares in Q2 2024, an estimated $206K.
  • Holistic Financial Partners first reported a position in Constellation Brands in Q1 2024 and held it in 1 quarter.
  • Holistic Financial Partners's Constellation Brands position peaked at $206K in Q1 2024.
  • 1,339 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2024.

Based on Holistic Financial Partners's 13F filing for Q2 2024, filed 30 Jul 2024.