Patriot Financial Group Insurance Agency’s Constellation Brands STZ Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-365	Closed	-$85K	–	1775
2022 Q2	$85K	Buy	365 +86	+31%	+$20.9K	0.02%	591
2022 Q1	$64K	Buy	279 +106	+61%	+$24.5K	0.01%	712
2021 Q4	$44K	Buy	173 +6	+4%	+$1.37K	0.01%	930
2021 Q3	$35K	Sell	167 -1	-0.6%	-$218	0.01%	1004
2021 Q2	$39K	Sell	168 -5	-3%	-$1.17K	0.01%	923
2021 Q1	$40K	Buy	173 +37	+27%	+$8.34K	0.01%	844
2020 Q4	$30K	Sell	136 -7	-5%	-$1.38K	0.01%	853
2020 Q3	$27K	Sell	143 -554	-79%	-$101K	0.01%	705
2020 Q2	$122K	Buy	697 +159	+30%	+$26.5K	0.05%	312
2020 Q1	$77K	Buy	538 +14	+3%	+$2.47K	0.04%	364
2019 Q4	$99K	Hold	524	–	–	0.04%	343
2019 Q3	$109K	Sell	524 -10	-2%	-$2.01K	0.05%	298
2019 Q2	$106K	Buy	534 +129	+32%	+$25.2K	0.05%	300
2019 Q1	$71K	Sell	405 -180	-31%	-$30.3K	0.04%	330
2018 Q4	$94K	Buy	585 +520	+800%	+$103K	0.06%	220
2018 Q3	$14K	Hold	65	–	–	0.01%	563
2018 Q2	$14K	Sell	65 -200	-75%	-$45.2K	0.02%	352
2018 Q1	$60K	Buy	+265	New	+$58.4K	0.04%	286

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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Patriot Financial Group Insurance Agency's STZ Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Constellation Brands (STZ) in Q3 2022, closing a stake of 365 shares — an estimated $85K sold.

Patriot Financial Group Insurance Agency first reported a position in STZ in Q1 2018 and held it in 18 quarters. The position peaked at $122K in Q2 2020. 1,212 funds tracked by Wall St. Rank hold STZ as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Constellation Brands position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 365 Constellation Brands shares in Q3 2022, an estimated $85K.
Patriot Financial Group Insurance Agency first reported a position in Constellation Brands in Q1 2018 and held it in 18 quarters.
Patriot Financial Group Insurance Agency's Constellation Brands position peaked at $122K in Q2 2020.
1,212 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.