Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Constellation Brands STZ Stock Holding History

Legacy Financial Group (Iowa)’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
-61
Closed -$15.3K – 453
2023
Q3 		$15.3K Buy
+61
New +$15.9K ﹤0.01% 299

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Morgan Stanley
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Capital International Investors
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Financial Group (Iowa)'s STZ Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Constellation Brands (STZ) in Q4 2023, closing a stake of 61 shares — an estimated $15.3K sold.

Legacy Financial Group (Iowa) first reported a position in STZ in Q3 2023 and held it in 1 quarter. The position peaked at $15.3K in Q3 2023. 1,297 funds tracked by Wall St. Rank hold STZ as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Constellation Brands position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 61 Constellation Brands shares in Q4 2023, an estimated $15.3K.
  • Legacy Financial Group (Iowa) first reported a position in Constellation Brands in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Constellation Brands position peaked at $15.3K in Q3 2023.
  • 1,297 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.