Insight Advisors’s Constellation Brands STZ Stock Holding History

Insight Advisors’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	-744	Closed	-$202K	–	306
2024 Q1	$202K	Buy	+744	New	+$188K	0.04%	282

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Insight Advisors's STZ Position: Q2 2024 in Review

Insight Advisors sold out of Constellation Brands (STZ) in Q2 2024, closing a stake of 744 shares — an estimated $202K sold.

Insight Advisors first reported a position in STZ in Q1 2024 and held it in 1 quarter. The position peaked at $202K in Q1 2024. 1,339 funds tracked by Wall St. Rank hold STZ as of Q2 2024.

Insight Advisors reported no remaining Constellation Brands position as of Q2 2024 after selling out during the quarter.
Insight Advisors sold 744 Constellation Brands shares in Q2 2024, an estimated $202K.
Insight Advisors first reported a position in Constellation Brands in Q1 2024 and held it in 1 quarter.
Insight Advisors's Constellation Brands position peaked at $202K in Q1 2024.
1,339 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2024.

Based on Insight Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.