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Simplicity Wealth’s Constellation Brands STZ Stock Holding History

Simplicity Wealth’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
Q3 		– Sell
-3,078
Closed -$792K – 1114
2024
Q2 		$792K Buy
3,078
+215
+8% +$55.3K 0.02% 599
2024
Q1 		$778K Buy
+2,863
New +$724K 0.02% 590

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Simplicity Wealth's STZ Position: Q3 2024 in Review

Simplicity Wealth sold out of Constellation Brands (STZ) in Q3 2024, closing a stake of 3,078 shares — an estimated $792K sold.

Simplicity Wealth first reported a position in STZ in Q1 2024 and held it in 2 quarters. The position peaked at $792K in Q2 2024. 1,322 funds tracked by Wall St. Rank hold STZ as of Q3 2024.

  • Simplicity Wealth reported no remaining Constellation Brands position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 3,078 Constellation Brands shares in Q3 2024, an estimated $792K.
  • Simplicity Wealth first reported a position in Constellation Brands in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Constellation Brands position peaked at $792K in Q2 2024.
  • 1,322 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.