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Mine & Arao Wealth Creation & Management’s Constellation Brands STZ Stock Holding History

Mine & Arao Wealth Creation & Management’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
Q1 		– Sell
-26
Closed -$6.29K – 391
2023
Q4 		$6.29K Hold
26
– – ﹤0.01% 242
2023
Q3 		$6.54K Hold
26
– – ﹤0.01% 237
2023
Q2 		$6.4K Buy
+26
New +$6.08K ﹤0.01% 252

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's STZ Position: Q1 2024 in Review

Mine & Arao Wealth Creation & Management sold out of Constellation Brands (STZ) in Q1 2024, closing a stake of 26 shares — an estimated $6.29K sold.

Mine & Arao Wealth Creation & Management first reported a position in STZ in Q2 2023 and held it in 3 quarters. The position peaked at $6.54K in Q3 2023. 1,321 funds tracked by Wall St. Rank hold STZ as of Q1 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining Constellation Brands position as of Q1 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 26 Constellation Brands shares in Q1 2024, an estimated $6.29K.
  • Mine & Arao Wealth Creation & Management first reported a position in Constellation Brands in Q2 2023 and held it in 3 quarters.
  • Mine & Arao Wealth Creation & Management's Constellation Brands position peaked at $6.54K in Q3 2023.
  • 1,321 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q1 2024, filed 9 May 2024.