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Janiczek Wealth Management’s Constellation Brands STZ Stock Holding History

Janiczek Wealth Management’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 		$91.3K Hold
355
– – 0.02% 294
2024
Q1 		$96.5K Hold
355
– – 0.02% 296
2023
Q4 		$85.8K Sell
355
-125
-26% -$29.7K 0.02% 291
2023
Q3 		$121K Buy
480
+462
+2,567% +$121K 0.03% 221
2023
Q2 		$4.43K Buy
+18
New +$4.21K ﹤0.01% 672

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

Janiczek Wealth Management's STZ Position: Q2 2024 in Review

Janiczek Wealth Management held its Constellation Brands (STZ) position steady in Q2 2024 at 355 shares worth $91.3K. The position accounts for 0.02% of the portfolio, ranked #294.

Janiczek Wealth Management first reported a position in STZ in Q2 2023 and has held it in 5 quarters since. The position peaked at $121K in Q3 2023. 1,339 funds tracked by Wall St. Rank hold STZ as of Q2 2024.

  • Janiczek Wealth Management held 355 shares of Constellation Brands worth $91.3K as of Q2 2024.
  • Janiczek Wealth Management left its Constellation Brands share count unchanged in Q2 2024.
  • Constellation Brands made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #294 holding.
  • Janiczek Wealth Management first reported a position in Constellation Brands in Q2 2023 and has held it in 5 quarters since.
  • Janiczek Wealth Management's Constellation Brands position peaked at $121K in Q3 2023.
  • 1,339 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.