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Lumature Wealth Partners’s Constellation Brands STZ Stock Holding History

Lumature Wealth Partners’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
Q2 		$923K Sell
3,752
-26
-0.7% -$6.08K 0.55% 41
2023
Q1 		$853K Buy
3,778
+625
+20% +$139K 0.48% 44
2022
Q4 		$731K Buy
+3,153
New +$755K 0.41% 49

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lumature Wealth Partners's STZ Position: Q2 2023 in Review

Lumature Wealth Partners reduced its Constellation Brands (STZ) stake by 0.69% in Q2 2023, selling an estimated $6.08K and leaving 3,752 shares worth $923K. The position accounts for 0.55% of the portfolio, ranked #41.

Lumature Wealth Partners first reported a position in STZ in Q4 2022 and has held it in 3 quarters since. 1,229 funds tracked by Wall St. Rank hold STZ as of Q2 2023.

  • Lumature Wealth Partners held 3,752 shares of Constellation Brands worth $923K as of Q2 2023.
  • Lumature Wealth Partners sold 26 Constellation Brands shares in Q2 2023, an estimated $6.08K.
  • Constellation Brands made up 0.55% of Lumature Wealth Partners's portfolio in Q2 2023, its #41 holding.
  • Lumature Wealth Partners first reported a position in Constellation Brands in Q4 2022 and has held it in 3 quarters since.
  • 1,229 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.