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Peak Financial Advisors’s Constellation Brands STZ Stock Holding History

Peak Financial Advisors’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
-5,214
Closed -$1.21M – 73
2022
Q4 		$1.21M Buy
5,214
+55
+1% +$13.2K 1.1% 32
2022
Q3 		$1.19M Sell
5,159
-153
-3% -$37.3K 1.46% 30
2022
Q2 		$1.24M Sell
5,312
-33
-0.6% -$8.03K 1.23% 30
2022
Q1 		$1.23M Buy
5,345
+38
+0.7% +$8.78K 1.06% 33
2021
Q4 		$1.33M Buy
+5,307
New +$1.21M 1.03% 28

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

Peak Financial Advisors's STZ Position: Q1 2023 in Review

Peak Financial Advisors sold out of Constellation Brands (STZ) in Q1 2023, closing a stake of 5,214 shares — an estimated $1.21M sold.

Peak Financial Advisors first reported a position in STZ in Q4 2021 and held it in 5 quarters. The position peaked at $1.33M in Q4 2021. 1,189 funds tracked by Wall St. Rank hold STZ as of Q1 2023.

  • Peak Financial Advisors reported no remaining Constellation Brands position as of Q1 2023 after selling out during the quarter.
  • Peak Financial Advisors sold 5,214 Constellation Brands shares in Q1 2023, an estimated $1.21M.
  • Peak Financial Advisors first reported a position in Constellation Brands in Q4 2021 and held it in 5 quarters.
  • Peak Financial Advisors's Constellation Brands position peaked at $1.33M in Q4 2021.
  • 1,189 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2023.

Based on Peak Financial Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.