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Modera Wealth Management’s Constellation Brands STZ Stock Holding History

Modera 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
2024
Q4 		– Sell
-804
Closed -$207K – 647
2024
Q3 		$207K Buy
+804
New +$199K ﹤0.01% 580
2024
Q2 		– Sell
-761
Closed -$207K – 586
2024
Q1 		$207K Buy
+761
New +$193K ﹤0.01% 541
2023
Q4 		– Sell
-838
Closed -$211K – 552
2023
Q3 		$211K Buy
+838
New +$219K ﹤0.01% 508

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

Modera Wealth Management's STZ Position: Q4 2024 in Review

Modera Wealth Management sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 804 shares — an estimated $207K sold.

Modera Wealth Management first reported a position in STZ in Q3 2023 and held it in 3 quarters. The position peaked at $211K in Q3 2023. 1,337 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

  • Modera Wealth Management reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
  • Modera Wealth Management sold 804 Constellation Brands shares in Q4 2024, an estimated $207K.
  • Modera Wealth Management first reported a position in Constellation Brands in Q3 2023 and held it in 3 quarters.
  • Modera Wealth Management's Constellation Brands position peaked at $211K in Q3 2023.
  • 1,337 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on Modera Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.