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

Legacy Wealth Management (Mississippi)’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
2022 Q2	–	Sell	-2,000	Closed	-$461K	–	97
2022 Q1	$461K	Hold	2,000	–	–	0.24%	76
2021 Q4	$502K	Hold	2,000	–	–	0.26%	73
2021 Q3	$421K	Hold	2,000	–	–	0.23%	80
2021 Q2	$468K	Hold	2,000	–	–	0.26%	73
2021 Q1	$456K	Hold	2,000	–	–	0.28%	68
2020 Q4	$438K	Hold	2,000	–	–	0.28%	71
2020 Q3	$379K	Hold	2,000	–	–	0.26%	76
2020 Q2	$350K	Hold	2,000	–	–	0.27%	77
2020 Q1	$287K	Buy	+2,000	New	+$353K	0.27%	78

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Legacy Wealth Management (Mississippi)'s STZ Position: Q2 2022 in Review

Legacy Wealth Management (Mississippi) sold out of Constellation Brands (STZ) in Q2 2022, closing a stake of 2,000 shares — an estimated $461K sold.

Legacy Wealth Management (Mississippi) first reported a position in STZ in Q1 2020 and held it in 9 quarters. The position peaked at $502K in Q4 2021. 1,215 funds tracked by Wall St. Rank hold STZ as of Q2 2022.

Legacy Wealth Management (Mississippi) reported no remaining Constellation Brands position as of Q2 2022 after selling out during the quarter.
Legacy Wealth Management (Mississippi) sold 2,000 Constellation Brands shares in Q2 2022, an estimated $461K.
Legacy Wealth Management (Mississippi) first reported a position in Constellation Brands in Q1 2020 and held it in 9 quarters.
Legacy Wealth Management (Mississippi)'s Constellation Brands position peaked at $502K in Q4 2021.
1,215 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2022.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2022, filed 12 Dec 2024.