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RMR Wealth Builders’s Constellation Brands STZ Stock Holding History

RMR Wealth Builders’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
-797
Closed -$205K – 271
2024
Q3 		$205K Sell
797
-29
-4% -$7.19K 0.02% 247
2024
Q2 		$212K Sell
826
-62
-7% -$15.9K 0.02% 238
2024
Q1 		$241K Buy
+888
New +$225K 0.03% 231
2020
Q3 		– Sell
-457
Closed -$80K – 436
2020
Q2 		$80K Buy
+457
New +$76.1K 0.07% 186
2019
Q4 		$36K Buy
+191
New +$36.1K 0.03% 260

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
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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

RMR Wealth Builders's STZ Position: Q4 2024 in Review

RMR Wealth Builders sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 797 shares — an estimated $205K sold.

RMR Wealth Builders first reported a position in STZ in Q4 2019 and held it in 5 quarters. The position peaked at $241K in Q1 2024. 1,337 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

  • RMR Wealth Builders reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
  • RMR Wealth Builders sold 797 Constellation Brands shares in Q4 2024, an estimated $205K.
  • RMR Wealth Builders first reported a position in Constellation Brands in Q4 2019 and held it in 5 quarters.
  • RMR Wealth Builders's Constellation Brands position peaked at $241K in Q1 2024.
  • 1,337 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on RMR Wealth Builders's 13F filing for Q4 2024, filed 10 Jan 2025.