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Peterson Financial Group’s Constellation Brands STZ Stock Holding History

Peterson Financial Group’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
2024
Q3 		$6.89K Buy
+27
New +$6.69K 0.03% 252
2023
Q1 		– Sell
-3,138
Closed -$728K – 65
2022
Q4 		$728K Sell
3,138
-1,716
-35% -$411K 0.96% 49
2022
Q3 		$1.11M Buy
+4,854
New +$1.18M 1.08% 41

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Peterson Financial Group's STZ Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Constellation Brands (STZ) in Q3 2024: 27 shares worth $6.89K. The stake represents 0.03% of the portfolio and ranks #252 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in STZ as recently as Q4 2022.

Peterson Financial Group first reported a position in STZ in Q3 2022 and has held it in 3 quarters since. The position peaked at $1.11M in Q3 2022. 1,323 funds tracked by Wall St. Rank hold STZ as of Q3 2024.

  • Peterson Financial Group held 27 shares of Constellation Brands worth $6.89K as of Q3 2024.
  • Constellation Brands was a new Peterson Financial Group position in Q3 2024.
  • Constellation Brands made up 0.03% of Peterson Financial Group's portfolio in Q3 2024, its #252 holding.
  • Peterson Financial Group first reported a position in Constellation Brands in Q3 2022 and has held it in 3 quarters since.
  • Peterson Financial Group's Constellation Brands position peaked at $1.11M in Q3 2022.
  • 1,323 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.