Selective Wealth Management’s Constellation Brands STZ Stock Holding History

Selective 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
2022 Q4	–	Sell	-42	Closed	-$10K	–	652
2022 Q3	$10K	Hold	42	–	–	﹤0.01%	526
2022 Q2	$10K	Buy	+42	New	+$10.2K	﹤0.01%	565

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Selective Wealth Management's STZ Position: Q4 2022 in Review

Selective Wealth Management sold out of Constellation Brands (STZ) in Q4 2022, closing a stake of 42 shares — an estimated $10K sold.

Selective Wealth Management first reported a position in STZ in Q2 2022 and held it in 2 quarters. The position peaked at $10K in Q3 2022. 1,258 funds tracked by Wall St. Rank hold STZ as of Q4 2022.

Selective Wealth Management reported no remaining Constellation Brands position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 42 Constellation Brands shares in Q4 2022, an estimated $10K.
Selective Wealth Management first reported a position in Constellation Brands in Q2 2022 and held it in 2 quarters.
Selective Wealth Management's Constellation Brands position peaked at $10K in Q3 2022.
1,258 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.