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Money Concepts Capital’s Constellation Brands STZ Stock Holding History

Money Concepts Capital’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
-1,012
Closed -$235K – 2597
2022
Q4 		$235K Buy
1,012
+605
+149% +$145K 0.01% 623
2022
Q3 		$93K Sell
407
-22
-5% -$5.36K 0.01% 587
2022
Q2 		$101K Sell
429
-579
-57% -$141K 0.01% 562
2022
Q1 		$232K Buy
+1,008
New +$233K 0.01% 671

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Money Concepts Capital's STZ Position: Q1 2023 in Review

Money Concepts Capital sold out of Constellation Brands (STZ) in Q1 2023, closing a stake of 1,012 shares — an estimated $235K sold.

Money Concepts Capital first reported a position in STZ in Q1 2022 and held it in 4 quarters. The position peaked at $235K in Q4 2022. 1,189 funds tracked by Wall St. Rank hold STZ as of Q1 2023.

  • Money Concepts Capital reported no remaining Constellation Brands position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,012 Constellation Brands shares in Q1 2023, an estimated $235K.
  • Money Concepts Capital first reported a position in Constellation Brands in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Constellation Brands position peaked at $235K in Q4 2022.
  • 1,189 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.