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Sendero Wealth Management’s Constellation Brands STZ Stock Holding History

Sendero 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
Q2 		– Sell
-1,470
Closed -$339K – 91
2022
Q1 		$339K Sell
1,470
-565
-28% -$130K 0.16% 67
2021
Q4 		$511K Buy
+2,035
New +$464K 0.23% 53

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sendero Wealth Management's STZ Position: Q2 2022 in Review

Sendero Wealth Management sold out of Constellation Brands (STZ) in Q2 2022, closing a stake of 1,470 shares — an estimated $339K sold.

Sendero Wealth Management first reported a position in STZ in Q4 2021 and held it in 2 quarters. The position peaked at $511K in Q4 2021. 1,215 funds tracked by Wall St. Rank hold STZ as of Q2 2022.

  • Sendero Wealth Management reported no remaining Constellation Brands position as of Q2 2022 after selling out during the quarter.
  • Sendero Wealth Management sold 1,470 Constellation Brands shares in Q2 2022, an estimated $339K.
  • Sendero Wealth Management first reported a position in Constellation Brands in Q4 2021 and held it in 2 quarters.
  • Sendero Wealth Management's Constellation Brands position peaked at $511K in Q4 2021.
  • 1,215 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2022.

Based on Sendero Wealth Management's 13F filing for Q2 2022, filed 9 Aug 2022.