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SeaCrest Wealth Management’s Constellation Brands STZ Stock Holding History

SeaCrest 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
-871
Closed -$224K – 697
2024
Q3 		$224K Buy
871
+4
+0.5% +$991 0.02% 583
2024
Q2 		$223K Buy
867
+14
+2% +$3.6K 0.03% 554
2024
Q1 		$232K Buy
+853
New +$216K 0.03% 528
2022
Q3 		– Sell
-494
Closed -$115K – 1417
2022
Q2 		$115K Buy
+494
New +$120K 0.01% 804
2022
Q1 		– Sell
-1,711
Closed -$429K – 763
2021
Q4 		$429K Sell
1,711
-1,211
-41% -$276K 0.05% 399
2021
Q3 		$616K Sell
2,922
-40
-1% -$8.73K 0.07% 283
2021
Q2 		$693K Buy
+2,962
New +$695K 0.08% 259
2020
Q3 		– Sell
-1,197
Closed -$209K – 613
2020
Q2 		$209K Buy
+1,197
New +$199K 0.04% 485
2020
Q1 		– Sell
-1,139
Closed -$216K – 578
2019
Q4 		$216K Sell
1,139
-74
-6% -$14K 0.04% 483
2019
Q3 		$251K Buy
1,213
+114
+10% +$22.9K 0.05% 429
2019
Q2 		$216K Buy
1,099
+486
+79% +$94.9K 0.04% 448
2019
Q1 		$107K Sell
613
-61
-9% -$10.3K 0.02% 670
2018
Q4 		$108K Sell
674
-49
-7% -$9.74K 0.02% 637
2018
Q3 		$156K Sell
723
-27
-4% -$5.74K 0.03% 592
2018
Q2 		$164K Sell
750
-3,105
-81% -$701K 0.03% 562
2018
Q1 		$879K Sell
3,855
-183
-5% -$40.3K 0.16% 124
2017
Q4 		$923K Buy
+4,038
New +$873K 0.17% 117

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

SeaCrest Wealth Management's STZ Position: Q4 2024 in Review

SeaCrest Wealth Management sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 871 shares — an estimated $224K sold.

SeaCrest Wealth Management first reported a position in STZ in Q4 2017 and held it in 17 quarters. The position peaked at $923K in Q4 2017. 1,337 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

  • SeaCrest Wealth Management reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
  • SeaCrest Wealth Management sold 871 Constellation Brands shares in Q4 2024, an estimated $224K.
  • SeaCrest Wealth Management first reported a position in Constellation Brands in Q4 2017 and held it in 17 quarters.
  • SeaCrest Wealth Management's Constellation Brands position peaked at $923K in Q4 2017.
  • 1,337 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on SeaCrest Wealth Management's 13F filing for Q4 2024, filed 14 Jan 2025.