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Reston Wealth Management’s Constellation Brands STZ Stock Holding History

Reston 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
2024
Q4 		– Sell
-1
Closed -$258 – 372
2024
Q3 		$258 Buy
+1
New +$248 ﹤0.01% 432

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State Street
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
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Aristotle Capital Management
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Capital Research Global Investors
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Reston Wealth Management's STZ Position: Q4 2024 in Review

Reston Wealth Management sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 1 share — an estimated $258 sold.

Reston Wealth Management first reported a position in STZ in Q3 2024 and held it in 1 quarter. The position peaked at $258 in Q3 2024. 1,337 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

  • Reston Wealth Management reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 1 Constellation Brands share in Q4 2024, an estimated $258.
  • Reston Wealth Management first reported a position in Constellation Brands in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's Constellation Brands position peaked at $258 in Q3 2024.
  • 1,337 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.