Personal Capital Advisors’s Constellation Brands STZ Stock Holding History

Personal Capital 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
2022 Q4	$222K	Buy	+958	New	+$229K	﹤0.01%	445
2022 Q2	–	Sell	-992	Closed	-$228K	–	485
2022 Q1	$228K	Sell	992 -165	-14%	-$38.1K	﹤0.01%	454
2021 Q4	$277K	Buy	+1,157	New	+$264K	﹤0.01%	453
2020 Q1	–	Sell	-1,142	Closed	-$217K	–	398
2019 Q4	$217K	Buy	1,142 +1	+0.1%	+$189	﹤0.01%	379
2019 Q3	$236K	Buy	+1,141	New	+$229K	﹤0.01%	323

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Personal Capital Advisors's STZ Position: Q4 2022 in Review

Personal Capital Advisors opened a new position in Constellation Brands (STZ) in Q4 2022: 958 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #445 among its holdings. This is a return to the name: Personal Capital Advisors previously reported a position in STZ as recently as Q1 2022.

Personal Capital Advisors first reported a position in STZ in Q3 2019 and has held it in 5 quarters since. The position peaked at $277K in Q4 2021. 1,258 funds tracked by Wall St. Rank hold STZ as of Q4 2022.

Personal Capital Advisors held 958 shares of Constellation Brands worth $222K as of Q4 2022.
Constellation Brands was a new Personal Capital Advisors position in Q4 2022.
Constellation Brands made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #445 holding.
Personal Capital Advisors first reported a position in Constellation Brands in Q3 2019 and has held it in 5 quarters since.
Personal Capital Advisors's Constellation Brands position peaked at $277K in Q4 2021.
1,258 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.