LWM
STZ icon

Laidlaw Wealth Management’s Constellation Brands STZ Stock Holding History

Laidlaw 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
Q1 		– Sell
-2,196
Closed -$531K – 235
2023
Q4 		$531K Sell
2,196
-140
-6% -$33.3K 0.19% 122
2023
Q3 		$587K Sell
2,336
-495
-17% -$129K 0.19% 127
2023
Q2 		$697K Sell
2,831
-75
-3% -$17.5K 0.14% 158
2023
Q1 		$656K Sell
2,906
-27
-0.9% -$6.01K 0.13% 169
2022
Q4 		$680K Buy
2,933
+13
+0.4% +$3.11K 0.15% 160
2022
Q3 		$671K Sell
2,920
-68
-2% -$16.6K 0.16% 146
2022
Q2 		$696K Buy
2,988
+171
+6% +$41.6K 0.14% 160
2022
Q1 		$649K Buy
2,817
+113
+4% +$26.1K 0.11% 186
2021
Q4 		$679K Sell
2,704
-19
-0.7% -$4.33K 0.11% 185
2021
Q3 		$574K Sell
2,723
-133
-5% -$29K 0.15% 140
2021
Q2 		$668K Buy
2,856
+344
+14% +$80.8K 0.17% 122
2021
Q1 		$573K Buy
2,512
+135
+6% +$30.4K 0.2% 113
2020
Q4 		$521K Buy
2,377
+388
+20% +$76.3K 0.11% 186
2020
Q3 		$377K Sell
1,989
-13
-0.6% -$2.37K 0.17% 130
2020
Q2 		$350K Sell
2,002
-94
-4% -$15.7K 0.18% 117
2020
Q1 		$300K Buy
2,096
+23
+1% +$4.06K 0.2% 112
2019
Q4 		$393K Buy
+2,073
New +$391K 0.25% 105

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Laidlaw Wealth Management's STZ Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of Constellation Brands (STZ) in Q1 2024, closing a stake of 2,196 shares — an estimated $531K sold.

Laidlaw Wealth Management first reported a position in STZ in Q4 2019 and held it in 17 quarters. The position peaked at $697K in Q2 2023. 1,321 funds tracked by Wall St. Rank hold STZ as of Q1 2024.

  • Laidlaw Wealth Management reported no remaining Constellation Brands position as of Q1 2024 after selling out during the quarter.
  • Laidlaw Wealth Management sold 2,196 Constellation Brands shares in Q1 2024, an estimated $531K.
  • Laidlaw Wealth Management first reported a position in Constellation Brands in Q4 2019 and held it in 17 quarters.
  • Laidlaw Wealth Management's Constellation Brands position peaked at $697K in Q2 2023.
  • 1,321 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.