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Inlet Private Wealth’s Constellation Brands STZ Stock Holding History

Inlet Private Wealth’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
Q3 		– Sell
-1,318
Closed -$324K – 133
2023
Q2 		$324K Buy
1,318
+17
+1% +$3.98K 0.08% 111
2023
Q1 		$294K Hold
1,301
– – 0.08% 113
2022
Q4 		$302K Buy
+1,301
New +$311K 0.08% 113

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Inlet Private Wealth's STZ Position: Q3 2023 in Review

Inlet Private Wealth sold out of Constellation Brands (STZ) in Q3 2023, closing a stake of 1,318 shares — an estimated $324K sold.

Inlet Private Wealth first reported a position in STZ in Q4 2022 and held it in 3 quarters. The position peaked at $324K in Q2 2023. 1,254 funds tracked by Wall St. Rank hold STZ as of Q3 2023.

  • Inlet Private Wealth reported no remaining Constellation Brands position as of Q3 2023 after selling out during the quarter.
  • Inlet Private Wealth sold 1,318 Constellation Brands shares in Q3 2023, an estimated $324K.
  • Inlet Private Wealth first reported a position in Constellation Brands in Q4 2022 and held it in 3 quarters.
  • Inlet Private Wealth's Constellation Brands position peaked at $324K in Q2 2023.
  • 1,254 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2023.

Based on Inlet Private Wealth's 13F filing for Q3 2023, filed 30 Oct 2023.