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SIMA Wealth Partners’s Constellation Brands STZ Stock Holding History

SIMA Wealth Partners’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
-5
Closed -$1.29K – 174
2024
Q3 		$1.29K Hold
5
– – ﹤0.01% 140
2024
Q2 		$1.29K Buy
+5
New +$1.29K ﹤0.01% 160

Other funds holding STZ

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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

SIMA Wealth Partners's STZ Position: Q4 2024 in Review

SIMA Wealth Partners sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 5 shares — an estimated $1.29K sold.

SIMA Wealth Partners first reported a position in STZ in Q2 2024 and held it in 2 quarters. The position peaked at $1.29K in Q3 2024. 1,337 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

  • SIMA Wealth Partners reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
  • SIMA Wealth Partners sold 5 Constellation Brands shares in Q4 2024, an estimated $1.29K.
  • SIMA Wealth Partners first reported a position in Constellation Brands in Q2 2024 and held it in 2 quarters.
  • SIMA Wealth Partners's Constellation Brands position peaked at $1.29K in Q3 2024.
  • 1,337 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on SIMA Wealth Partners's 13F filing for Q4 2024, filed 15 Jun 2026.