IFG Advisory’s Constellation Brands STZ Stock Holding History

IFG Advisory’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 Q4	–	Sell	-1,678	Closed	-$422K	–	595
2023 Q3	$422K	Buy	+1,678	New	+$438K	0.04%	379
2023 Q2	–	Sell	-1,760	Closed	-$398K	–	471
2023 Q1	$398K	Buy	1,760 +347	+25%	+$77.2K	0.04%	361
2022 Q4	$327K	Buy	+1,413	New	+$338K	0.03%	381

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IFG Advisory's STZ Position: Q4 2023 in Review

IFG Advisory sold out of Constellation Brands (STZ) in Q4 2023, closing a stake of 1,678 shares — an estimated $422K sold.

IFG Advisory first reported a position in STZ in Q4 2022 and held it in 3 quarters. The position peaked at $422K in Q3 2023. 1,297 funds tracked by Wall St. Rank hold STZ as of Q4 2023.

IFG Advisory reported no remaining Constellation Brands position as of Q4 2023 after selling out during the quarter.
IFG Advisory sold 1,678 Constellation Brands shares in Q4 2023, an estimated $422K.
IFG Advisory first reported a position in Constellation Brands in Q4 2022 and held it in 3 quarters.
IFG Advisory's Constellation Brands position peaked at $422K in Q3 2023.
1,297 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2023.

Based on IFG Advisory's 13F filing for Q4 2023, filed 17 Jan 2024.