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Perfromance Wealth Partners’s Constellation Brands STZ Stock Holding History

Perfromance Wealth Partners’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
Q4 		– Sell
-977
Closed -$224K – 174
2022
Q3 		$224K Hold
977
– – 0.01% 144
2022
Q2 		$228K Hold
977
– – 0.01% 153
2022
Q1 		$225K Hold
977
– – 0.01% 160
2021
Q4 		$245K Buy
+977
New +$223K 0.01% 155

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Perfromance Wealth Partners's STZ Position: Q4 2022 in Review

Perfromance Wealth Partners sold out of Constellation Brands (STZ) in Q4 2022, closing a stake of 977 shares — an estimated $224K sold.

Perfromance Wealth Partners first reported a position in STZ in Q4 2021 and held it in 4 quarters. The position peaked at $245K in Q4 2021. 1,258 funds tracked by Wall St. Rank hold STZ as of Q4 2022.

  • Perfromance Wealth Partners reported no remaining Constellation Brands position as of Q4 2022 after selling out during the quarter.
  • Perfromance Wealth Partners sold 977 Constellation Brands shares in Q4 2022, an estimated $224K.
  • Perfromance Wealth Partners first reported a position in Constellation Brands in Q4 2021 and held it in 4 quarters.
  • Perfromance Wealth Partners's Constellation Brands position peaked at $245K in Q4 2021.
  • 1,258 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2022.

Based on Perfromance Wealth Partners's 13F filing for Q4 2022, filed 19 Jan 2023.