MinichMacGregor Wealth Management’s Constellation Brands STZ Stock Holding History

MinichMacGregor Wealth 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
2023 Q1	–	Sell	-243	Closed	-$56.5K	–	576
2022 Q4	$56.5K	Buy	+243	New	+$58.2K	0.02%	171
2018 Q4	–	Sell	-98	Closed	-$20K	–	463
2018 Q3	$20K	Buy	98 +1	+1%	+$213	0.01%	220
2018 Q2	$21K	Hold	97	–	–	0.02%	214
2018 Q1	$22K	Buy	97 +10	+11%	+$2.2K	0.02%	204
2017 Q4	$19K	Hold	87	–	–	0.01%	210
2017 Q3	$17K	Buy	87 +1	+1%	+$198	0.01%	213
2017 Q2	$16K	Hold	86	–	–	0.01%	216
2017 Q1	$14K	Hold	86	–	–	0.01%	230
2016 Q4	$13K	Hold	86	–	–	0.01%	228
2016 Q3	$14K	Hold	86	–	–	0.01%	226
2016 Q2	$14K	Buy	86 +1	+1%	+$157	0.01%	213
2016 Q1	$12K	Hold	85	–	–	0.01%	223
2015 Q4	$10K	Buy	+85	New	+$11.7K	0.01%	233

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

MinichMacGregor Wealth Management's STZ Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Constellation Brands (STZ) in Q1 2023, closing a stake of 243 shares — an estimated $56.5K sold.

MinichMacGregor Wealth Management first reported a position in STZ in Q4 2015 and held it in 13 quarters. The position peaked at $56.5K in Q4 2022. 1,189 funds tracked by Wall St. Rank hold STZ as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Constellation Brands position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 243 Constellation Brands shares in Q1 2023, an estimated $56.5K.
MinichMacGregor Wealth Management first reported a position in Constellation Brands in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Constellation Brands position peaked at $56.5K in Q4 2022.
1,189 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.