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Legacy Wealth Management (Idaho)’s Constellation Brands STZ Stock Holding History

Legacy Wealth Management (Idaho)’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
Q4 		– Sell
-12
Closed -$2.89K – 809
2024
Q3 		$2.89K Buy
+12
New +$2.97K ﹤0.01% 446

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 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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s STZ Position: Q4 2024 in Review

Legacy Wealth Management (Idaho) sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 12 shares — an estimated $2.89K sold.

Legacy Wealth Management (Idaho) first reported a position in STZ in Q3 2024 and held it in 1 quarter. The position peaked at $2.89K in Q3 2024. 1,337 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

  • Legacy Wealth Management (Idaho) reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 12 Constellation Brands shares in Q4 2024, an estimated $2.89K.
  • Legacy Wealth Management (Idaho) first reported a position in Constellation Brands in Q3 2024 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s Constellation Brands position peaked at $2.89K in Q3 2024.
  • 1,337 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q4 2024, filed 13 Feb 2025.