QPWM
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Quadrant Private Wealth Management’s Constellation Brands STZ Stock Holding History

Quadrant Private Wealth Management’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
Q2 		$259K Buy
1,112
+92
+9% +$22.4K 0.11% 163
2022
Q1 		$235K Buy
+1,020
New +$236K 0.09% 184

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quadrant Private Wealth Management's STZ Position: Q2 2022 in Review

Quadrant Private Wealth Management increased its Constellation Brands (STZ) stake by 9% in Q2 2022, buying an estimated $22.4K and bringing the position to 1,112 shares worth $259K. The position accounts for 0.11% of the portfolio, ranked #163.

Quadrant Private Wealth Management first reported a position in STZ in Q1 2022 and has held it in 2 quarters since. 1,215 funds tracked by Wall St. Rank hold STZ as of Q2 2022.

  • Quadrant Private Wealth Management held 1,112 shares of Constellation Brands worth $259K as of Q2 2022.
  • Quadrant Private Wealth Management bought 92 Constellation Brands shares in Q2 2022, an estimated $22.4K.
  • Constellation Brands made up 0.11% of Quadrant Private Wealth Management's portfolio in Q2 2022, its #163 holding.
  • Quadrant Private Wealth Management first reported a position in Constellation Brands in Q1 2022 and has held it in 2 quarters since.
  • 1,215 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2022.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.