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Leo Wealth LLC’s Constellation Brands STZ Stock Holding History

Leo Wealth LLC’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
-3,724
Closed -$960K – 378
2024
Q3 		$960K Buy
3,724
+500
+16% +$124K 0.09% 158
2024
Q2 		$829K Buy
+3,224
New +$829K 0.08% 162

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

Leo Wealth LLC's STZ Position: Q4 2024 in Review

Leo Wealth LLC sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 3,724 shares — an estimated $960K sold.

Leo Wealth LLC first reported a position in STZ in Q2 2024 and held it in 2 quarters. The position peaked at $960K in Q3 2024. 1,337 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

  • Leo Wealth LLC reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
  • Leo Wealth LLC sold 3,724 Constellation Brands shares in Q4 2024, an estimated $960K.
  • Leo Wealth LLC first reported a position in Constellation Brands in Q2 2024 and held it in 2 quarters.
  • Leo Wealth LLC's Constellation Brands position peaked at $960K in Q3 2024.
  • 1,337 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on Leo Wealth LLC's 13F filing for Q4 2024, filed 28 Jan 2025.