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Pathway Financial Advisers’s Constellation Brands STZ Stock Holding History

Pathway Financial Advisers’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 		$149 Sell
1
-400
-100% -$89K ﹤0.01% 489
2022
Q4 		$92.7K Buy
+401
New +$96K 0.04% 202

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

Pathway Financial Advisers's STZ Position: Q1 2023 in Review

Pathway Financial Advisers reduced its Constellation Brands (STZ) stake by 100% in Q1 2023, selling an estimated $89K and leaving 1 share worth $149. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Pathway Financial Advisers first reported a position in STZ in Q4 2022 and has held it in 2 quarters since. The position peaked at $92.7K in Q4 2022. 1,189 funds tracked by Wall St. Rank hold STZ as of Q1 2023.

  • Pathway Financial Advisers held 1 share of Constellation Brands worth $149 as of Q1 2023.
  • Pathway Financial Advisers sold 400 Constellation Brands shares in Q1 2023, an estimated $89K.
  • Constellation Brands made up ﹤0.01% of Pathway Financial Advisers's portfolio in Q1 2023, its #489 holding.
  • Pathway Financial Advisers first reported a position in Constellation Brands in Q4 2022 and has held it in 2 quarters since.
  • Pathway Financial Advisers's Constellation Brands position peaked at $92.7K in Q4 2022.
  • 1,189 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2023.

Based on Pathway Financial Advisers's 13F filing for Q1 2023, filed 19 Jul 2024.