SWA
STZ icon

SOA Wealth Advisors’s Constellation Brands STZ Stock Holding History

SOA Wealth Advisors’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
2023
Q2 		– Sell
-15
Closed -$3.39K – 973
2023
Q1 		$3.39K Hold
15
– – ﹤0.01% 668
2022
Q4 		$3.48K Hold
15
– – ﹤0.01% 672
2022
Q3 		$3K Hold
15
– – ﹤0.01% 680
2022
Q2 		$3K Sell
15
-1
-6% -$243 ﹤0.01% 663
2022
Q1 		$3K Hold
16
– – ﹤0.01% 769
2021
Q4 		$3K Hold
16
– – ﹤0.01% 747
2021
Q3 		$3K Buy
16
+1
+7% +$218 ﹤0.01% 764
2021
Q2 		$3K Hold
15
– – ﹤0.01% 740
2021
Q1 		$3K Hold
15
– – ﹤0.01% 690
2020
Q4 		$3K Buy
+15
New +$2.95K ﹤0.01% 675

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SOA Wealth Advisors's STZ Position: Q2 2023 in Review

SOA Wealth Advisors sold out of Constellation Brands (STZ) in Q2 2023, closing a stake of 15 shares — an estimated $3.39K sold.

SOA Wealth Advisors first reported a position in STZ in Q4 2020 and held it in 10 quarters. The position peaked at $3.48K in Q4 2022. 1,228 funds tracked by Wall St. Rank hold STZ as of Q2 2023.

  • SOA Wealth Advisors reported no remaining Constellation Brands position as of Q2 2023 after selling out during the quarter.
  • SOA Wealth Advisors sold 15 Constellation Brands shares in Q2 2023, an estimated $3.39K.
  • SOA Wealth Advisors first reported a position in Constellation Brands in Q4 2020 and held it in 10 quarters.
  • SOA Wealth Advisors's Constellation Brands position peaked at $3.48K in Q4 2022.
  • 1,228 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2023.

Based on SOA Wealth Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.