RIA
STZ icon

Regal Investment Advisors’s Constellation Brands STZ Stock Holding History

Regal Investment 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
-5,538
Closed -$1.28M – 554
2022
Q4 		$1.28M Sell
5,538
-20
-0.4% -$4.79K 0.12% 160
2022
Q3 		$1.28M Sell
5,558
-49
-0.9% -$11.9K 0.13% 151
2022
Q2 		$1.31M Sell
5,607
-243
-4% -$59.1K 0.14% 153
2022
Q1 		$1.35M Sell
5,850
-53
-0.9% -$12.2K 0.12% 165
2021
Q4 		$1.48M Buy
5,903
+33
+0.6% +$7.52K 0.13% 158
2021
Q3 		$1.24M Buy
5,870
+1,422
+32% +$310K 0.12% 183
2021
Q2 		$1.04M Buy
+4,448
New +$1.04M 0.1% 207
2021
Q1 		– Sell
-6,853
Closed -$1.5M – 375
2020
Q4 		$1.5M Buy
+6,853
New +$1.35M 0.17% 141
2018
Q3 		– Sell
-926
Closed -$203K – 342
2018
Q2 		$203K Buy
926
+1
+0.1% +$226 0.06% 246
2018
Q1 		$211K Buy
+925
New +$204K 0.05% 291
2015
Q4 		– Sell
-225
Closed -$28K – 799
2015
Q3 		$28K Sell
225
-31
-12% -$3.82K 0.01% 505
2015
Q2 		$29K Hold
256
– – 0.01% 510
2015
Q1 		$30K Buy
256
+100
+64% +$11.3K 0.01% 503
2014
Q4 		$15K Hold
156
– – ﹤0.01% 588
2014
Q3 		$14K Hold
156
– – ﹤0.01% 627
2014
Q2 		$14K Sell
156
-299
-66% -$24.7K 0.01% 612
2014
Q1 		$39K Buy
+455
New +$36.2K 0.02% 386
2013
Q3 		– Sell
-200
Closed -$10K – 933
2013
Q2 		$10K Buy
+200
New +$10.1K 0.01% 590

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

Regal Investment Advisors's STZ Position: Q1 2023 in Review

Regal Investment Advisors sold out of Constellation Brands (STZ) in Q1 2023, closing a stake of 5,538 shares — an estimated $1.28M sold.

Regal Investment Advisors first reported a position in STZ in Q2 2013 and held it in 18 quarters. The position peaked at $1.5M in Q4 2020. 1,189 funds tracked by Wall St. Rank hold STZ as of Q1 2023.

  • Regal Investment Advisors reported no remaining Constellation Brands position as of Q1 2023 after selling out during the quarter.
  • Regal Investment Advisors sold 5,538 Constellation Brands shares in Q1 2023, an estimated $1.28M.
  • Regal Investment Advisors first reported a position in Constellation Brands in Q2 2013 and held it in 18 quarters.
  • Regal Investment Advisors's Constellation Brands position peaked at $1.5M in Q4 2020.
  • 1,189 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2023.

Based on Regal Investment Advisors's 13F filing for Q1 2023, filed 11 May 2023.