Seed Wealth Management’s Constellation Brands STZ Stock Holding History

Seed 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	-900	Closed	-$232K	–	161
2024 Q3	$232K	Hold	900	–	–	0.19%	138
2024 Q2	$232K	Hold	900	–	–	0.2%	127
2024 Q1	$239K	Hold	900	–	–	0.23%	120
2023 Q4	$220K	Hold	900	–	–	0.22%	126
2023 Q3	$226K	Hold	900	–	–	0.25%	116
2023 Q2	$222K	Hold	900	–	–	0.23%	125
2023 Q1	$203K	Hold	900	–	–	0.23%	126
2022 Q4	$209K	Buy	+900	New	+$215K	0.24%	122

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Seed Wealth Management sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 900 shares — an estimated $232K sold.

Seed Wealth Management first reported a position in STZ in Q4 2022 and held it in 8 quarters. The position peaked at $239K in Q1 2024. 1,337 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

Seed Wealth Management reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
Seed Wealth Management sold 900 Constellation Brands shares in Q4 2024, an estimated $232K.
Seed Wealth Management first reported a position in Constellation Brands in Q4 2022 and held it in 8 quarters.
Seed Wealth Management's Constellation Brands position peaked at $239K in Q1 2024.
1,337 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

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