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Schneider Downs Wealth Management Advisors’s Constellation Brands STZ Stock Holding History

Schneider Downs Wealth Management 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
2022
Q4 		– Sell
-992
Closed -$228K – 147
2022
Q3 		$228K Sell
992
-10
-1% -$2.44K 0.07% 118
2022
Q2 		$234K Buy
+1,002
New +$244K 0.07% 122

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's STZ Position: Q4 2022 in Review

Schneider Downs Wealth Management Advisors sold out of Constellation Brands (STZ) in Q4 2022, closing a stake of 992 shares — an estimated $228K sold.

Schneider Downs Wealth Management Advisors first reported a position in STZ in Q2 2022 and held it in 2 quarters. The position peaked at $234K in Q2 2022. 1,258 funds tracked by Wall St. Rank hold STZ as of Q4 2022.

  • Schneider Downs Wealth Management Advisors reported no remaining Constellation Brands position as of Q4 2022 after selling out during the quarter.
  • Schneider Downs Wealth Management Advisors sold 992 Constellation Brands shares in Q4 2022, an estimated $228K.
  • Schneider Downs Wealth Management Advisors first reported a position in Constellation Brands in Q2 2022 and held it in 2 quarters.
  • Schneider Downs Wealth Management Advisors's Constellation Brands position peaked at $234K in Q2 2022.
  • 1,258 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2022.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.